-1.6%
XLY vs FIVN
+47.2%
-48.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.1% | +2.2% | -3.4% |
| 7D | +1.2% | -8.7% | +10.0% | +2.0% |
| 30D | +5.3% | +2.6% | +2.7% | +5.0% |
| 3M | -0.6% | +15.3% | -16.0% | -2.1% |
| 6M | +0.1% | +40.7% | -40.7% | -3.1% |
| YTD | -0.9% | +70.3% | -71.1% | -5.7% |
| 1Y | -1.6% | +50.0% | -51.6% | -4.2% |
| All | -1.6% | +47.2% | -48.8% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling