+164.3%
EWY vs FIVN
+27.5%
+136.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.4% | +7.0% | +4.6% |
| 7D | +4.8% | -2.3% | +7.1% | +4.8% |
| 30D | +11.7% | +12.4% | -0.7% | +11.3% |
| 3M | -7.4% | +36.0% | -43.4% | -7.2% |
| 6M | +40.6% | +86.0% | -45.4% | +36.2% |
| YTD | +94.3% | +65.9% | +28.3% | +90.4% |
| 1Y | +164.3% | +26.5% | +137.8% | +169.2% |
| All | +164.3% | +27.5% | +136.8% | +169.2% |
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 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