+32.3%
EEM vs FIVN
+20.3%
+11.9%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.2% |
| 7D | -1.3% | -7.8% | +6.6% | -1.1% |
| 30D | +2.1% | -1.7% | +3.8% | +2.1% |
| 3M | +1.0% | +47.2% | -46.2% | 0.0% |
| 6M | +15.9% | +82.7% | -66.8% | +12.8% |
| YTD | +24.6% | +52.9% | -28.3% | +22.4% |
| 1Y | +32.3% | +17.5% | +14.8% | +32.2% |
| All | +32.3% | +20.3% | +11.9% | +32.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling