+40.2%
ELAN vs FIVN
+27.5%
+12.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.8% | +0.3% |
| 7D | +1.6% | -2.3% | +3.9% | +1.6% |
| 30D | -6.6% | +12.4% | -19.0% | -6.1% |
| 3M | -0.8% | +36.0% | -36.9% | -1.0% |
| 6M | +0.2% | +86.0% | -85.7% | -2.5% |
| YTD | +8.3% | +65.9% | -57.7% | +6.1% |
| 1Y | +40.2% | +26.5% | +13.7% | +45.8% |
| All | +40.2% | +27.5% | +12.8% | +45.8% |
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