+7.6%
EQT vs FIVN
+280.5%
-272.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.6% |
| 7D | -1.2% | -11.3% | +10.1% | -0.4% |
| 30D | +1.1% | -7.3% | +8.4% | +1.5% |
| 3M | +4.8% | +41.7% | -36.9% | +1.9% |
| 6M | -10.6% | +78.3% | -88.8% | -14.9% |
| YTD | +3.4% | +50.9% | -47.4% | -0.6% |
| 1Y | +8.7% | +19.7% | -11.0% | +6.0% |
| 3Y | +35.0% | -55.7% | +90.7% | +38.7% |
| 5Y | +204.2% | -82.6% | +286.8% | +223.6% |
| 10Y | +52.5% | +113.6% | -61.2% | +34.6% |
| All | +7.6% | +280.5% | -272.9% | -12.2% |
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 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