+70.1%
ENB vs FIVN
-55.8%
+126.0%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.5% | -3.9% |
| 7D | -4.6% | -11.3% | +6.7% | -4.6% |
| 30D | -5.2% | -7.3% | +2.1% | -5.3% |
| 3M | -13.4% | +41.7% | -55.1% | -13.3% |
| 6M | -7.8% | +78.3% | -86.1% | -7.7% |
| YTD | +4.9% | +50.9% | -46.0% | +5.2% |
| 1Y | +3.2% | +19.7% | -16.4% | +4.1% |
| All | +70.1% | -55.8% | +126.0% | +77.2% |
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 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