+59.3%
ENB vs FIVN
-82.9%
+142.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.6% |
| 7D | +3.1% | -2.8% | +6.0% | +3.2% |
| 30D | +2.1% | -17.4% | +19.5% | +2.6% |
| 3M | -4.4% | -19.2% | +14.7% | -4.0% |
| 6M | -10.1% | +29.4% | -39.4% | -11.2% |
| YTD | +5.2% | +36.3% | -31.1% | +3.3% |
| 1Y | +4.2% | +33.5% | -29.2% | +2.5% |
| 3Y | +70.1% | -56.8% | +126.9% | +77.0% |
| All | +59.3% | -82.9% | +142.3% | +70.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling