+128.5%
EEM vs FIVN
+118.5%
+10.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.1% |
| 7D | -1.3% | -7.8% | +6.6% | -0.3% |
| 30D | +2.1% | -1.7% | +3.8% | +2.1% |
| 3M | +1.0% | +47.2% | -46.2% | -4.8% |
| 6M | +15.9% | +82.7% | -66.8% | +4.8% |
| YTD | +24.6% | +52.9% | -28.3% | +14.8% |
| 1Y | +32.3% | +17.5% | +14.8% | +26.1% |
| 3Y | +85.9% | -55.8% | +141.7% | +97.3% |
| 5Y | +45.4% | -82.3% | +127.7% | +69.7% |
| All | +128.5% | +118.5% | +10.0% | +84.5% |
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