+312.6%
EAT vs FIVN
-82.0%
+394.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.5% | -2.6% |
| 7D | -6.8% | -9.6% | +2.8% | -4.6% |
| 30D | -5.4% | -11.9% | +6.5% | -3.0% |
| 3M | +42.8% | +40.1% | +2.7% | +29.4% |
| 6M | +56.5% | +68.3% | -11.8% | +31.2% |
| YTD | +50.0% | +51.5% | -1.5% | +28.0% |
| 1Y | +38.3% | +15.1% | +23.1% | +27.4% |
| 3Y | +591.6% | -55.6% | +647.2% | +709.8% |
| 5Y | +312.6% | -82.4% | +395.1% | +523.7% |
| All | +312.6% | -82.0% | +394.7% | +523.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling