+146.4%
ED vs FIVN
+86.2%
+60.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.1% | +4.5% | +1.4% |
| 7D | +2.1% | -2.8% | +4.9% | +2.0% |
| 30D | +10.4% | -17.4% | +27.8% | +10.3% |
| 3M | +12.5% | -19.2% | +31.7% | +12.5% |
| 6M | +14.9% | +29.4% | -14.4% | +14.9% |
| YTD | +24.8% | +36.3% | -11.4% | +25.0% |
| 1Y | +23.8% | +33.5% | -9.6% | +24.0% |
| 3Y | +51.6% | -56.8% | +108.5% | +54.4% |
| 5Y | +86.4% | -83.0% | +169.4% | +92.0% |
| All | +146.4% | +86.2% | +60.2% | +133.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling