+52.9%
EMB vs FIVN
+318.5%
-265.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.5% | +0.1% |
| 7D | 0.0% | -2.3% | +2.3% | +0.1% |
| 30D | -0.3% | +12.4% | -12.7% | -0.9% |
| 3M | -0.4% | +36.0% | -36.4% | -2.0% |
| 6M | +0.1% | +86.0% | -85.8% | -3.1% |
| YTD | +1.6% | +65.9% | -64.3% | -1.3% |
| 1Y | +5.6% | +26.5% | -20.9% | +3.7% |
| 3Y | +29.8% | -54.2% | +84.0% | +32.0% |
| 5Y | +7.3% | -80.5% | +87.7% | +11.1% |
| 10Y | +30.4% | +109.6% | -79.2% | +26.4% |
| All | +52.9% | +318.5% | -265.6% | +44.8% |
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