-42.7%
ETHA vs FIVN
+27.5%
-70.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -2.2% |
| 7D | +0.8% | -2.3% | +3.1% | +1.2% |
| 30D | +27.9% | +12.4% | +15.5% | +24.7% |
| 3M | +38.3% | +36.0% | +2.3% | +29.5% |
| 6M | +14.0% | +86.0% | -72.0% | -0.7% |
| YTD | -17.4% | +65.9% | -83.4% | -26.3% |
| 1Y | -42.7% | +26.5% | -69.2% | -45.1% |
| All | -42.7% | +27.5% | -70.1% | -45.1% |
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