+73.0%
XLF vs FIVN
-55.8%
+128.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -2.9% | -11.3% | +8.4% | -1.7% |
| 30D | -1.6% | -7.3% | +5.7% | -0.9% |
| 3M | +9.3% | +41.7% | -32.4% | +4.5% |
| 6M | +14.6% | +78.3% | -63.7% | +5.4% |
| YTD | +4.7% | +50.9% | -46.1% | -1.9% |
| 1Y | +8.6% | +19.7% | -11.0% | +4.7% |
| All | +73.0% | -55.8% | +128.9% | +75.7% |
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