+575.3%
EWT vs FIVN
+282.0%
+293.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.5% |
| 7D | +2.1% | -9.6% | +11.7% | +3.3% |
| 30D | +9.4% | -11.9% | +21.3% | +10.8% |
| 3M | +10.9% | +40.1% | -29.2% | +5.5% |
| 6M | +57.9% | +68.3% | -10.4% | +45.4% |
| YTD | +75.9% | +51.5% | +24.4% | +63.3% |
| 1Y | +89.7% | +15.1% | +74.6% | +81.8% |
| 3Y | +200.9% | -55.6% | +256.5% | +215.2% |
| 5Y | +154.5% | -82.4% | +236.9% | +186.8% |
| 10Y | +520.8% | +114.5% | +406.3% | +424.3% |
| All | +575.3% | +282.0% | +293.3% | +429.5% |
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 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