+303.5%
EWY vs FIVN
+118.5%
+185.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.9% | +3.1% |
| 7D | -0.1% | -7.8% | +7.8% | +1.0% |
| 30D | +7.3% | -1.7% | +9.0% | +7.3% |
| 3M | -5.1% | +47.2% | -52.3% | -11.1% |
| 6M | +42.1% | +82.7% | -40.7% | +27.4% |
| YTD | +94.1% | +52.9% | +41.2% | +77.6% |
| 1Y | +147.8% | +17.5% | +130.4% | +135.4% |
| 3Y | +222.9% | -55.8% | +278.7% | +243.3% |
| 5Y | +150.6% | -82.3% | +233.0% | +191.9% |
| All | +303.5% | +118.5% | +185.0% | +221.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling