+147.8%
ETR vs FIVN
-55.7%
+203.5%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -1.2% |
| 7D | +0.4% | -9.6% | +10.0% | +0.4% |
| 30D | +2.0% | -11.9% | +14.0% | +2.1% |
| 3M | -1.7% | +40.1% | -41.8% | -2.1% |
| 6M | +3.6% | +68.3% | -64.8% | +2.7% |
| YTD | +18.0% | +51.5% | -33.4% | +17.4% |
| 1Y | +26.2% | +15.1% | +11.1% | +27.2% |
| All | +147.8% | -55.7% | +203.5% | +155.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling