+30.3%
EMB vs FIVN
-55.7%
+85.9%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | -0.1% |
| 7D | 0.0% | -9.6% | +9.6% | +0.3% |
| 30D | -0.3% | -11.9% | +11.6% | +0.1% |
| 3M | -0.3% | +40.1% | -40.4% | -1.5% |
| 6M | +0.7% | +68.3% | -67.6% | -1.4% |
| YTD | +1.3% | +51.5% | -50.2% | -0.6% |
| 1Y | +4.7% | +15.1% | -10.4% | +3.9% |
| All | +30.3% | -55.7% | +85.9% | +33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling