+119.9%
XRT vs FIVN
+115.6%
+4.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | -3.6% | -11.3% | +7.7% | -1.5% |
| 30D | -6.7% | -7.3% | +0.6% | -5.6% |
| 3M | -1.4% | +41.7% | -43.1% | -8.3% |
| 6M | +1.7% | +78.3% | -76.6% | -11.0% |
| YTD | -1.5% | +50.9% | -52.3% | -11.6% |
| 1Y | -2.5% | +19.7% | -22.1% | -8.9% |
| 3Y | +39.9% | -55.7% | +95.7% | +51.5% |
| 5Y | -2.6% | -82.6% | +79.9% | +16.5% |
| All | +119.9% | +115.6% | +4.3% | +93.3% |
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 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