+173.8%
ET vs FIVN
+118.5%
+55.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -0.9% |
| 7D | +0.2% | -7.8% | +8.1% | +0.9% |
| 30D | +2.9% | -1.7% | +4.6% | +2.9% |
| 3M | +16.8% | +47.2% | -30.4% | +12.4% |
| 6M | +18.9% | +82.7% | -63.8% | +11.5% |
| YTD | +37.7% | +52.9% | -15.2% | +30.8% |
| 1Y | +32.4% | +17.5% | +15.0% | +28.6% |
| 3Y | +99.5% | -55.8% | +155.3% | +106.0% |
| 5Y | +244.0% | -82.3% | +326.3% | +270.4% |
| All | +173.8% | +118.5% | +55.2% | +122.9% |
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