+68.6%
ESI vs FIVN
-82.6%
+151.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.4% |
| 7D | -2.3% | -11.3% | +9.0% | -0.3% |
| 30D | -9.0% | -7.3% | -1.7% | -8.0% |
| 3M | -13.3% | +41.7% | -54.9% | -20.2% |
| 6M | +5.3% | +78.3% | -73.0% | -9.6% |
| YTD | +37.6% | +50.9% | -13.3% | +21.7% |
| 1Y | +33.6% | +19.7% | +13.9% | +23.9% |
| 3Y | +75.8% | -55.7% | +131.5% | +90.3% |
| 5Y | +68.6% | -82.6% | +151.2% | +98.6% |
| All | +68.6% | -82.6% | +151.2% | +98.6% |
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