+412.2%
ETR vs FIVN
+292.8%
+119.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.1% | +7.3% | +1.4% |
| 7D | +1.4% | -8.2% | +9.6% | +1.7% |
| 30D | +1.9% | -8.1% | +10.0% | +2.1% |
| 3M | +1.0% | +34.9% | -33.9% | -0.5% |
| 6M | +4.8% | +72.6% | -67.8% | +1.8% |
| YTD | +19.5% | +55.8% | -36.2% | +16.4% |
| 1Y | +28.1% | +17.1% | +11.0% | +26.4% |
| 3Y | +151.1% | -54.3% | +205.5% | +156.7% |
| 5Y | +125.2% | -81.6% | +206.7% | +137.0% |
| 10Y | +291.1% | +109.2% | +182.0% | +265.7% |
| All | +412.2% | +292.8% | +119.4% | +370.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling