+38.9%
EAT vs FIVN
+15.3%
+23.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -6.2% | -11.3% | +5.1% | -6.2% |
| 30D | -3.0% | -7.3% | +4.3% | -3.0% |
| 3M | +45.6% | +41.7% | +4.0% | +45.5% |
| 6M | +53.5% | +78.3% | -24.7% | +53.0% |
| YTD | +49.6% | +50.9% | -1.3% | +52.3% |
| 1Y | +38.9% | +19.7% | +19.3% | +46.4% |
| All | +38.9% | +15.3% | +23.6% | +46.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling