+137.3%
ETSY vs FIVN
+473.0%
-335.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.5% | -1.2% |
| 7D | -12.9% | -9.6% | -3.3% | -9.3% |
| 30D | -11.5% | -11.9% | +0.5% | -7.3% |
| 3M | +3.5% | +40.1% | -36.5% | -11.6% |
| 6M | +27.6% | +68.3% | -40.7% | -2.8% |
| YTD | +28.4% | +51.5% | -23.1% | +1.3% |
| 1Y | +27.1% | +15.1% | +12.0% | +11.5% |
| 3Y | +6.0% | -55.6% | +61.6% | +28.9% |
| 5Y | -67.1% | -82.4% | +15.3% | -44.1% |
| 10Y | +421.9% | +114.5% | +307.4% | +346.1% |
| All | +137.3% | +473.0% | -335.7% | +79.0% |
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