+22.6%
XHB vs FIVN
-55.2%
+77.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.4% |
| 7D | -4.6% | -7.8% | +3.2% | -3.7% |
| 30D | -9.1% | -1.7% | -7.4% | -9.0% |
| 3M | -8.6% | +47.2% | -55.7% | -13.6% |
| 6M | -4.0% | +82.7% | -86.7% | -13.8% |
| YTD | -3.9% | +52.9% | -56.9% | -11.4% |
| 1Y | -16.5% | +17.5% | -33.9% | -19.2% |
| 3Y | +22.6% | -55.8% | +78.4% | +36.3% |
| All | +22.6% | -55.2% | +77.8% | +36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling