+72.2%
EQX vs FIVN
-82.2%
+154.4%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.3% | +1.5% |
| 7D | -3.2% | -7.8% | +4.6% | -2.2% |
| 30D | +7.8% | -1.7% | +9.5% | +7.8% |
| 3M | +21.3% | +47.2% | -25.9% | +14.8% |
| 6M | -22.4% | +82.7% | -105.1% | -29.5% |
| YTD | -11.3% | +52.9% | -64.2% | -17.9% |
| 1Y | +13.5% | +17.5% | -4.0% | +8.8% |
| 3Y | +162.1% | -55.8% | +218.0% | +186.5% |
| All | +72.2% | -82.2% | +154.4% | +79.4% |
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 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