-35.6%
ELAN vs FIVN
-31.4%
-4.2%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +1.1% |
| 7D | -5.4% | -7.8% | +2.4% | -4.1% |
| 30D | +4.7% | -1.7% | +6.4% | +4.8% |
| 3M | -3.7% | +47.2% | -50.9% | -11.4% |
| 6M | -1.2% | +82.7% | -83.9% | -14.7% |
| YTD | +2.4% | +52.9% | -50.5% | -9.2% |
| 1Y | +23.4% | +17.5% | +5.9% | +14.9% |
| 3Y | +96.7% | -55.8% | +152.5% | +113.4% |
| 5Y | -30.6% | -82.3% | +51.7% | -17.3% |
| All | -35.6% | -31.4% | -4.2% | -40.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling