+16.6%
EIX vs FIVN
+55.4%
-38.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +3.2% |
| 7D | +4.5% | -3.4% | +7.9% | +4.4% |
| 30D | +15.2% | +5.8% | +9.5% | +15.4% |
| 3M | -11.6% | +22.0% | -33.6% | -11.1% |
| 6M | -8.4% | +55.7% | -64.1% | -7.2% |
| YTD | +8.2% | +81.3% | -73.1% | +10.7% |
| 1Y | +16.6% | +58.0% | -41.4% | +20.0% |
| All | +16.6% | +55.4% | -38.8% | +20.0% |
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