+27.2%
EIX vs FIVN
-81.8%
+109.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -6.1% | +10.6% | +4.9% |
| 7D | +0.9% | -8.2% | +9.1% | +1.4% |
| 30D | -13.5% | -8.1% | -5.4% | -13.2% |
| 3M | -15.3% | +34.9% | -50.2% | -17.3% |
| 6M | -15.3% | +72.6% | -88.0% | -19.1% |
| YTD | +2.7% | +55.8% | -53.0% | -1.4% |
| 1Y | +17.4% | +17.1% | +0.3% | +15.1% |
| 3Y | -1.3% | -54.3% | +53.0% | +1.7% |
| 5Y | +27.2% | -81.6% | +108.7% | +25.4% |
| All | +27.2% | -81.8% | +109.0% | +25.4% |
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