+273.7%
ELV vs FIVN
+118.5%
+155.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.4% |
| 7D | +3.2% | -7.8% | +11.0% | +3.9% |
| 30D | +5.4% | -1.7% | +7.1% | +5.4% |
| 3M | +5.4% | +47.2% | -41.8% | +1.6% |
| 6M | +45.7% | +82.7% | -37.0% | +37.0% |
| YTD | +21.2% | +52.9% | -31.7% | +15.5% |
| 1Y | +35.6% | +17.5% | +18.1% | +31.8% |
| 3Y | -2.0% | -55.8% | +53.8% | +2.3% |
| 5Y | +26.0% | -82.3% | +108.3% | +42.5% |
| All | +273.7% | +118.5% | +155.2% | +199.2% |
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 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