+554.0%
XYZ vs FIVN
+396.8%
+157.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -17.6% | +19.3% | +10.0% |
| 7D | +12.1% | -22.6% | +34.8% | +25.1% |
| 30D | +12.4% | -16.8% | +29.1% | +20.1% |
| 3M | +8.2% | -0.9% | +9.1% | +3.1% |
| 6M | +20.7% | +28.4% | -7.7% | -0.9% |
| YTD | +31.3% | +40.2% | -8.9% | -2.5% |
| 1Y | +20.5% | +30.5% | -10.0% | -7.6% |
| 3Y | +72.6% | -56.2% | +128.8% | +114.5% |
| 5Y | -64.0% | -81.0% | +17.0% | -32.6% |
| 10Y | +601.8% | +105.3% | +496.6% | +480.0% |
| All | +554.0% | +396.8% | +157.2% | +459.5% |
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 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