+192.2%
EWT vs FIVN
-55.8%
+248.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.5% |
| 7D | -1.1% | -11.3% | +10.2% | 0.0% |
| 30D | +4.8% | -7.3% | +12.1% | +5.4% |
| 3M | +11.1% | +41.7% | -30.5% | +6.2% |
| 6M | +54.6% | +78.3% | -23.6% | +41.8% |
| YTD | +71.4% | +50.9% | +20.6% | +60.1% |
| 1Y | +82.1% | +19.7% | +62.4% | +75.5% |
| All | +192.2% | -55.8% | +248.0% | +202.2% |
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