-36.5%
ELAN vs FIVN
-32.3%
-4.2%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.9% |
| 7D | -6.4% | -11.3% | +4.9% | -4.5% |
| 30D | +0.6% | -7.3% | +7.9% | +1.6% |
| 3M | 0.0% | +41.7% | -41.7% | -7.5% |
| 6M | -3.4% | +78.3% | -81.7% | -16.3% |
| YTD | +1.0% | +50.9% | -49.9% | -10.2% |
| 1Y | +24.7% | +19.7% | +5.1% | +15.6% |
| 3Y | +97.2% | -55.7% | +153.0% | +113.9% |
| 5Y | -31.5% | -82.6% | +51.0% | -18.2% |
| All | -36.5% | -32.3% | -4.2% | -41.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling