+238.8%
EME vs FIVN
-55.8%
+294.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | +0.9% | -11.3% | +12.2% | +1.9% |
| 30D | -8.4% | -7.3% | -1.1% | -7.9% |
| 3M | -3.6% | +41.7% | -45.3% | -7.4% |
| 6M | +3.6% | +78.3% | -74.7% | -4.4% |
| YTD | +22.5% | +50.9% | -28.4% | +15.3% |
| 1Y | +18.2% | +19.7% | -1.5% | +15.6% |
| All | +238.8% | -55.8% | +294.7% | +258.7% |
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