-45.5%
ESTC vs FIVN
-81.8%
+36.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.1% | +2.4% | -0.4% |
| 7D | -4.3% | -8.2% | +3.9% | +0.3% |
| 30D | +17.7% | -8.1% | +25.8% | +23.0% |
| 3M | +42.3% | +34.9% | +7.4% | +18.4% |
| 6M | +64.6% | +72.6% | -8.1% | +16.0% |
| YTD | +17.2% | +55.8% | -38.6% | -13.2% |
| 1Y | -4.2% | +17.1% | -21.3% | -18.5% |
| 3Y | +13.5% | -54.3% | +67.8% | +53.8% |
| 5Y | -45.5% | -81.6% | +36.0% | +31.2% |
| All | -45.5% | -81.8% | +36.3% | +31.2% |
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 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