+88.5%
ENB vs FIVN
+118.5%
-30.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.3% | -1.0% |
| 7D | -4.7% | -7.8% | +3.2% | -4.3% |
| 30D | -5.9% | -1.7% | -4.1% | -5.9% |
| 3M | -14.2% | +47.2% | -61.4% | -16.4% |
| 6M | -8.6% | +82.7% | -91.3% | -12.4% |
| YTD | +3.9% | +52.9% | -49.0% | +0.4% |
| 1Y | +1.8% | +17.5% | -15.7% | -0.1% |
| 3Y | +68.5% | -55.8% | +124.3% | +75.1% |
| 5Y | +62.4% | -82.3% | +144.8% | +77.1% |
| All | +88.5% | +118.5% | -30.0% | +67.8% |
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