+48.6%
ENTG vs FIVN
-55.2%
+103.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +1.8% |
| 7D | +1.2% | -7.8% | +9.0% | +3.3% |
| 30D | -12.9% | -1.7% | -11.1% | -12.8% |
| 3M | -3.1% | +47.2% | -50.2% | -15.4% |
| 6M | +21.0% | +82.7% | -61.7% | -6.5% |
| YTD | +67.0% | +52.9% | +14.1% | +36.4% |
| 1Y | +68.6% | +17.5% | +51.2% | +54.7% |
| 3Y | +48.6% | -55.8% | +104.5% | +68.0% |
| All | +48.6% | -55.2% | +103.9% | +68.0% |
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