+634.6%
XYZ vs FIVN
+99.4%
+535.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.9% | +0.5% | -1.4% |
| 7D | +12.6% | -22.4% | +35.0% | +26.2% |
| 30D | +10.8% | -23.8% | +34.6% | +24.3% |
| 3M | +8.4% | -19.5% | +27.9% | +16.2% |
| 6M | +14.3% | +25.6% | -11.2% | -6.4% |
| YTD | +31.5% | +38.4% | -6.9% | -3.9% |
| 1Y | +28.1% | +33.7% | -5.6% | -5.1% |
| 3Y | +66.2% | -56.2% | +122.3% | +109.1% |
| 5Y | -62.3% | -82.9% | +20.6% | -20.3% |
| 10Y | +634.6% | +103.6% | +531.0% | +466.3% |
| All | +634.6% | +99.4% | +535.2% | +466.3% |
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