+391.5%
ELV vs FIVN
+292.8%
+98.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.1% | +4.8% | -0.9% |
| 7D | -0.3% | -8.2% | +8.0% | +0.4% |
| 30D | +2.0% | -8.1% | +10.1% | +2.5% |
| 3M | -3.5% | +34.9% | -38.4% | -6.1% |
| 6M | +40.2% | +72.6% | -32.4% | +33.0% |
| YTD | +15.8% | +55.8% | -39.9% | +10.5% |
| 1Y | +33.2% | +17.1% | +16.0% | +29.6% |
| 3Y | -6.2% | -54.3% | +48.1% | -3.0% |
| 5Y | +16.4% | -81.6% | +98.0% | +28.1% |
| 10Y | +259.8% | +109.2% | +150.6% | +205.7% |
| All | +391.5% | +292.8% | +98.7% | +302.0% |
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