+55.2%
EWT vs FIVN
+55.4%
-0.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.3% |
| 7D | -10.9% | -3.4% | -7.5% | -10.8% |
| 30D | -17.7% | +5.8% | -23.5% | -17.9% |
| 3M | -5.0% | +22.0% | -27.0% | -5.6% |
| 6M | +7.4% | +55.7% | -48.4% | +6.5% |
| YTD | +52.8% | +81.3% | -28.5% | +48.3% |
| 1Y | +55.2% | +58.0% | -2.8% | +54.6% |
| All | +55.2% | +55.4% | -0.2% | +54.6% |
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