+605.0%
EAT vs FIVN
-55.7%
+660.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.5% | -2.9% |
| 7D | -6.8% | -9.6% | +2.8% | -5.6% |
| 30D | -5.4% | -11.9% | +6.5% | -4.1% |
| 3M | +42.8% | +40.1% | +2.7% | +35.3% |
| 6M | +56.5% | +68.3% | -11.8% | +41.9% |
| YTD | +50.0% | +51.5% | -1.5% | +38.1% |
| 1Y | +38.3% | +15.1% | +23.1% | +34.9% |
| All | +605.0% | -55.7% | +660.7% | +674.2% |
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