+29.7%
EMB vs FIVN
+115.6%
-85.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | -1.1% | -11.3% | +10.2% | -0.5% |
| 30D | -1.1% | -7.3% | +6.2% | -0.8% |
| 3M | -0.8% | +41.7% | -42.4% | -2.8% |
| 6M | -0.1% | +78.3% | -78.3% | -3.6% |
| YTD | +0.4% | +50.9% | -50.4% | -2.5% |
| 1Y | +3.3% | +19.7% | -16.4% | +1.4% |
| 3Y | +29.0% | -55.7% | +84.8% | +32.1% |
| 5Y | +6.3% | -82.6% | +88.9% | +12.1% |
| All | +29.7% | +115.6% | -85.9% | +23.4% |
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