+263.6%
EMR vs FIVN
+115.6%
+148.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | -1.2% | -11.3% | +10.1% | 0.0% |
| 30D | -9.4% | -7.3% | -2.1% | -8.8% |
| 3M | +8.6% | +41.7% | -33.1% | +3.6% |
| 6M | +6.7% | +78.3% | -71.6% | -2.2% |
| YTD | +13.1% | +50.9% | -37.8% | +5.4% |
| 1Y | +12.7% | +19.7% | -6.9% | +8.0% |
| 3Y | +58.1% | -55.7% | +113.8% | +64.2% |
| 5Y | +63.6% | -82.6% | +146.2% | +78.9% |
| All | +263.6% | +115.6% | +148.0% | +195.2% |
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