+120.4%
XLK vs FIVN
-55.2%
+175.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | 0.0% | +1.1% |
| 7D | +0.2% | -7.8% | +8.1% | +1.4% |
| 30D | -0.6% | -1.7% | +1.1% | -0.5% |
| 3M | +2.6% | +47.2% | -44.6% | -4.4% |
| 6M | +34.0% | +82.7% | -48.8% | +18.5% |
| YTD | +30.7% | +52.9% | -22.2% | +18.8% |
| 1Y | +39.2% | +17.5% | +21.7% | +32.9% |
| 3Y | +120.4% | -55.8% | +176.2% | +125.5% |
| All | +120.4% | -55.2% | +175.7% | +125.5% |
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