+313.8%
ELF vs FIVN
+128.7%
+185.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.6% |
| 7D | +5.4% | -2.3% | +7.6% | +5.8% |
| 30D | +27.0% | +12.4% | +14.6% | +23.3% |
| 3M | +113.2% | +36.0% | +77.2% | +98.1% |
| 6M | +36.6% | +86.0% | -49.4% | +16.0% |
| YTD | +44.2% | +65.9% | -21.7% | +24.8% |
| 1Y | -18.0% | +26.5% | -44.5% | -24.5% |
| 3Y | -19.9% | -54.2% | +34.3% | -13.5% |
| 5Y | +257.7% | -80.5% | +338.1% | +323.5% |
| All | +313.8% | +128.7% | +185.2% | +272.3% |
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