+72.6%
XYZ vs FIVN
-55.4%
+128.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -17.6% | +19.3% | +7.0% |
| 7D | +12.1% | -22.6% | +34.8% | +20.4% |
| 30D | +12.4% | -16.8% | +29.1% | +17.4% |
| 3M | +8.2% | -0.9% | +9.1% | +5.1% |
| 6M | +20.7% | +28.4% | -7.7% | +6.2% |
| YTD | +31.3% | +40.2% | -8.9% | +8.7% |
| 1Y | +20.5% | +30.5% | -10.0% | +2.4% |
| 3Y | +72.6% | -56.2% | +128.8% | +107.9% |
| All | +72.6% | -55.4% | +128.0% | +107.9% |
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