+8.4%
ESTC vs FIVN
+27.5%
-19.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.1% | -3.6% |
| 7D | -8.1% | -2.3% | -5.8% | -7.2% |
| 30D | +31.7% | +12.4% | +19.3% | +25.7% |
| 3M | +41.1% | +36.0% | +5.0% | +25.0% |
| 6M | +77.1% | +86.0% | -8.9% | +38.2% |
| YTD | +21.7% | +65.9% | -44.2% | -3.4% |
| 1Y | +8.4% | +26.5% | -18.1% | -4.1% |
| All | +8.4% | +27.5% | -19.1% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling