+147.8%
EWY vs FIVN
+20.3%
+127.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.9% | +3.2% |
| 7D | -0.1% | -7.8% | +7.8% | 0.0% |
| 30D | +7.3% | -1.7% | +9.0% | +7.3% |
| 3M | -5.1% | +47.2% | -52.3% | -6.4% |
| 6M | +42.1% | +82.7% | -40.7% | +36.5% |
| YTD | +94.1% | +52.9% | +41.2% | +90.3% |
| 1Y | +147.8% | +17.5% | +130.4% | +156.3% |
| All | +147.8% | +20.3% | +127.5% | +156.3% |
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