+290.1%
ETR vs FIVN
+118.5%
+171.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.7% | -0.4% |
| 7D | -1.8% | -7.8% | +6.0% | -1.5% |
| 30D | -1.8% | -1.7% | 0.0% | -1.7% |
| 3M | -3.6% | +47.2% | -50.8% | -5.6% |
| 6M | +2.6% | +82.7% | -80.1% | -1.1% |
| YTD | +16.0% | +52.9% | -36.9% | +12.6% |
| 1Y | +20.1% | +17.5% | +2.7% | +18.3% |
| 3Y | +143.6% | -55.8% | +199.4% | +151.1% |
| 5Y | +124.4% | -82.3% | +206.7% | +141.1% |
| All | +290.1% | +118.5% | +171.6% | +248.1% |
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 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