+21.7%
ELV vs FIVN
-82.2%
+103.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.0% | +4.5% | +5.5% |
| 7D | +2.8% | -7.8% | +10.6% | +3.1% |
| 30D | +4.9% | -1.7% | +6.6% | +5.0% |
| 3M | +4.9% | +47.2% | -42.3% | +3.0% |
| 6M | +45.1% | +82.7% | -37.6% | +41.1% |
| YTD | +20.7% | +52.9% | -32.2% | +18.0% |
| 1Y | +35.0% | +17.5% | +17.6% | +33.1% |
| 3Y | -2.4% | -55.8% | +53.4% | -0.3% |
| All | +21.7% | -82.2% | +103.9% | +32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling