+67.3%
ED vs FIVN
-82.0%
+149.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.0% | -0.8% |
| 7D | -0.2% | -9.6% | +9.4% | -0.4% |
| 30D | +1.9% | -11.9% | +13.9% | +1.7% |
| 3M | +1.9% | +40.1% | -38.2% | +2.7% |
| 6M | -2.3% | +68.3% | -70.6% | -0.8% |
| YTD | +10.9% | +51.5% | -40.6% | +12.5% |
| 1Y | +14.5% | +15.1% | -0.6% | +16.0% |
| 3Y | +33.4% | -55.6% | +89.0% | +36.6% |
| 5Y | +67.3% | -82.4% | +149.7% | +59.7% |
| All | +67.3% | -82.0% | +149.3% | +59.7% |
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