+208.9%
XHB vs FIVN
+118.5%
+90.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.4% |
| 7D | -4.6% | -7.8% | +3.2% | -3.4% |
| 30D | -9.1% | -1.7% | -7.4% | -9.0% |
| 3M | -8.6% | +47.2% | -55.7% | -15.2% |
| 6M | -4.0% | +82.7% | -86.7% | -15.9% |
| YTD | -3.9% | +52.9% | -56.9% | -13.7% |
| 1Y | -16.5% | +17.5% | -33.9% | -21.5% |
| 3Y | +22.6% | -55.8% | +78.4% | +32.9% |
| 5Y | +33.9% | -82.3% | +116.3% | +61.4% |
| All | +208.9% | +118.5% | +90.3% | +165.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling