+16.1%
ENTG vs FIVN
-82.6%
+98.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.8% |
| 7D | +5.1% | -11.3% | +16.4% | +9.0% |
| 30D | -8.5% | -7.3% | -1.2% | -6.9% |
| 3M | +6.7% | +41.7% | -35.0% | -8.3% |
| 6M | +17.7% | +78.3% | -60.5% | -11.1% |
| YTD | +63.5% | +50.9% | +12.6% | +29.5% |
| 1Y | +73.6% | +19.7% | +53.9% | +51.4% |
| 3Y | +44.6% | -55.7% | +100.3% | +72.6% |
| 5Y | +16.1% | -82.6% | +98.7% | +70.9% |
| All | +16.1% | -82.6% | +98.7% | +70.9% |
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