+280.4%
EMR vs FIVN
+86.2%
+194.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.4% |
| 7D | +2.8% | -2.8% | +5.7% | +3.2% |
| 30D | +3.7% | -17.4% | +21.1% | +5.5% |
| 3M | +2.0% | -19.2% | +21.2% | +3.8% |
| 6M | +22.1% | +29.4% | -7.2% | +16.8% |
| YTD | +27.2% | +36.3% | -9.0% | +19.3% |
| 1Y | +32.0% | +33.5% | -1.4% | +23.9% |
| 3Y | +103.3% | -56.8% | +160.1% | +111.0% |
| 5Y | +88.2% | -83.0% | +171.2% | +105.9% |
| All | +280.4% | +86.2% | +194.1% | +207.7% |
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 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