+43.6%
EEM vs FIVN
-82.6%
+126.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -0.7% | -11.3% | +10.6% | +0.5% |
| 30D | +2.4% | -7.3% | +9.7% | +3.1% |
| 3M | +4.2% | +41.7% | -37.5% | -0.6% |
| 6M | +14.8% | +78.3% | -63.5% | +5.4% |
| YTD | +23.1% | +50.9% | -27.8% | +14.9% |
| 1Y | +32.5% | +19.7% | +12.9% | +27.2% |
| 3Y | +85.9% | -55.7% | +141.6% | +97.1% |
| 5Y | +43.6% | -82.6% | +126.1% | +61.6% |
| All | +43.6% | -82.6% | +126.2% | +61.6% |
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