+1,344.7%
EME vs FIVN
+118.5%
+1,226.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.4% | +3.0% | +4.2% |
| 7D | +3.5% | -7.8% | +11.4% | +4.3% |
| 30D | -6.3% | -1.7% | -4.6% | -6.3% |
| 3M | -3.8% | +47.2% | -50.9% | -8.1% |
| 6M | +8.5% | +82.7% | -74.2% | +0.3% |
| YTD | +27.8% | +52.9% | -25.1% | +19.9% |
| 1Y | +22.2% | +17.5% | +4.7% | +18.0% |
| 3Y | +253.5% | -55.8% | +309.3% | +267.7% |
| 5Y | +578.6% | -82.3% | +661.0% | +650.9% |
| All | +1,344.7% | +118.5% | +1,226.2% | +1,041.8% |
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 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