+149.4%
EWT vs FIVN
-82.2%
+231.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.5% | +1.7% |
| 7D | -1.1% | -7.8% | +6.7% | -0.2% |
| 30D | +4.5% | -1.7% | +6.2% | +4.5% |
| 3M | +8.3% | +47.2% | -38.9% | +2.1% |
| 6M | +54.2% | +82.7% | -28.5% | +39.6% |
| YTD | +74.6% | +52.9% | +21.7% | +61.1% |
| 1Y | +84.9% | +17.5% | +67.4% | +76.9% |
| 3Y | +197.5% | -55.8% | +253.4% | +214.5% |
| All | +149.4% | -82.2% | +231.6% | +182.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling