+57.6%
ECL vs FIVN
-55.5%
+113.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.1% | +5.7% | -0.1% |
| 7D | -0.8% | -8.2% | +7.5% | -0.3% |
| 30D | -2.5% | -8.1% | +5.6% | -2.1% |
| 3M | +8.3% | +34.9% | -26.6% | +6.2% |
| 6M | -1.1% | +72.6% | -73.7% | -5.0% |
| YTD | +6.5% | +55.8% | -49.2% | +2.8% |
| 1Y | +2.1% | +17.1% | -15.1% | +0.8% |
| 3Y | +57.6% | -54.3% | +111.9% | +59.2% |
| All | +57.6% | -55.5% | +113.1% | +59.2% |
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