+533.2%
XYZ vs FIVN
+487.8%
+45.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | +0.4% |
| 7D | -1.0% | -2.3% | +1.3% | +0.1% |
| 30D | -1.7% | +12.4% | -14.1% | -8.6% |
| 3M | +16.7% | +36.0% | -19.3% | -2.6% |
| 6M | +26.9% | +86.0% | -59.1% | -13.6% |
| YTD | +27.1% | +65.9% | -38.8% | -9.9% |
| 1Y | +9.3% | +26.5% | -17.2% | -11.6% |
| 3Y | +42.3% | -54.2% | +96.5% | +80.3% |
| 5Y | -69.3% | -80.5% | +11.1% | -41.5% |
| 10Y | +586.8% | +109.6% | +477.2% | +455.7% |
| All | +533.2% | +487.8% | +45.4% | +416.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling