+350.4%
ELF vs FIVN
+98.4%
+252.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.7% | +0.1% | +2.2% |
| 7D | +7.8% | -19.3% | +27.1% | +12.0% |
| 30D | +9.3% | -20.7% | +30.0% | +13.6% |
| 3M | +21.2% | -15.1% | +36.2% | +23.5% |
| 6M | +96.1% | +30.6% | +65.5% | +80.7% |
| YTD | +57.0% | +44.0% | +13.0% | +38.2% |
| 1Y | +61.9% | +45.5% | +16.3% | +42.1% |
| 3Y | +20.0% | -52.8% | +72.8% | +28.5% |
| 5Y | +284.8% | -82.6% | +367.4% | +362.9% |
| 10Y | +364.2% | +109.4% | +254.9% | +329.8% |
| All | +350.4% | +98.4% | +252.0% | +312.2% |
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