+580.0%
XYZ vs FIVN
+103.9%
+476.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.1% | +2.9% | -0.1% |
| 7D | +2.9% | -8.2% | +11.1% | +7.3% |
| 30D | +1.4% | -8.1% | +9.5% | +5.4% |
| 3M | +14.6% | +34.9% | -20.3% | -5.2% |
| 6M | +20.8% | +72.6% | -51.9% | -16.6% |
| YTD | +23.1% | +55.8% | -32.7% | -11.9% |
| 1Y | +5.6% | +17.1% | -11.5% | -12.3% |
| 3Y | +50.9% | -54.3% | +105.2% | +93.4% |
| 5Y | -68.6% | -81.6% | +13.0% | -34.8% |
| 10Y | +580.0% | +109.2% | +470.8% | +418.5% |
| All | +580.0% | +103.9% | +476.1% | +418.5% |
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 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