+439.3%
EAT vs FIVN
+318.5%
+120.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.0% |
| 7D | 0.0% | -2.3% | +2.3% | +0.3% |
| 30D | +1.9% | +12.4% | -10.5% | -0.6% |
| 3M | +68.7% | +36.0% | +32.6% | +58.9% |
| 6M | +66.9% | +86.0% | -19.1% | +47.0% |
| YTD | +60.4% | +65.9% | -5.5% | +43.0% |
| 1Y | +44.0% | +26.5% | +17.5% | +34.1% |
| 3Y | +604.7% | -54.2% | +658.9% | +653.0% |
| 5Y | +347.0% | -80.5% | +427.5% | +412.9% |
| 10Y | +390.8% | +109.6% | +281.1% | +342.6% |
| All | +439.3% | +318.5% | +120.8% | +360.3% |
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