+233.4%
EQX vs FIVN
-29.4%
+262.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.4% | -4.7% | -5.0% |
| 7D | -7.0% | -11.3% | +4.3% | -5.7% |
| 30D | +4.8% | -7.3% | +12.1% | +5.6% |
| 3M | +25.6% | +41.7% | -16.0% | +19.8% |
| 6M | -25.8% | +78.3% | -104.1% | -31.9% |
| YTD | -12.7% | +50.9% | -63.6% | -18.6% |
| 1Y | +14.1% | +19.7% | -5.6% | +9.2% |
| 3Y | +165.7% | -55.7% | +221.5% | +183.5% |
| 5Y | +81.2% | -82.6% | +163.8% | +105.3% |
| All | +233.4% | -29.4% | +262.8% | +314.2% |
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