+694.7%
EQIX vs FIVN
+292.8%
+401.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.1% | +6.6% | +1.3% |
| 7D | +1.3% | -8.2% | +9.6% | +2.4% |
| 30D | +0.3% | -8.1% | +8.5% | +1.2% |
| 3M | -1.6% | +34.9% | -36.5% | -6.3% |
| 6M | +12.2% | +72.6% | -60.5% | +1.9% |
| YTD | +38.0% | +55.8% | -17.8% | +26.3% |
| 1Y | +38.9% | +17.1% | +21.8% | +32.1% |
| 3Y | +43.8% | -54.3% | +98.1% | +51.9% |
| 5Y | +30.4% | -81.6% | +111.9% | +50.6% |
| 10Y | +238.6% | +109.2% | +129.4% | +201.3% |
| All | +694.7% | +292.8% | +401.8% | +589.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling