+215.4%
EMR vs FIVN
+318.5%
-103.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.2% | +2.0% |
| 7D | -1.5% | -2.3% | +0.8% | -1.3% |
| 30D | -5.6% | +12.4% | -18.0% | -7.0% |
| 3M | +7.9% | +36.0% | -28.1% | +3.9% |
| 6M | +6.0% | +86.0% | -79.9% | -2.4% |
| YTD | +16.4% | +65.9% | -49.5% | +8.2% |
| 1Y | +16.6% | +26.5% | -9.9% | +11.5% |
| 3Y | +62.9% | -54.2% | +117.1% | +67.9% |
| 5Y | +60.1% | -80.5% | +140.5% | +72.1% |
| 10Y | +268.7% | +109.6% | +159.1% | +208.0% |
| All | +215.4% | +318.5% | -103.1% | +147.2% |
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 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