+297.3%
ESI vs FIVN
+118.5%
+178.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.3% |
| 7D | -4.6% | -7.8% | +3.2% | -3.4% |
| 30D | -10.5% | -1.7% | -8.8% | -10.4% |
| 3M | -19.8% | +47.2% | -67.0% | -26.3% |
| 6M | +5.8% | +82.7% | -76.9% | -8.2% |
| YTD | +38.3% | +52.9% | -14.6% | +23.3% |
| 1Y | +31.5% | +17.5% | +14.0% | +23.0% |
| 3Y | +80.7% | -55.8% | +136.5% | +93.7% |
| 5Y | +69.4% | -82.3% | +151.8% | +100.8% |
| All | +297.3% | +118.5% | +178.8% | +206.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling