+148.7%
EWY vs FIVN
-82.2%
+230.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.9% | +3.1% |
| 7D | -0.1% | -7.8% | +7.8% | +0.9% |
| 30D | +7.3% | -1.7% | +9.0% | +7.3% |
| 3M | -5.1% | +47.2% | -52.3% | -10.8% |
| 6M | +42.1% | +82.7% | -40.7% | +27.9% |
| YTD | +94.1% | +52.9% | +41.2% | +78.4% |
| 1Y | +147.8% | +17.5% | +130.4% | +136.7% |
| 3Y | +222.9% | -55.8% | +278.7% | +245.2% |
| All | +148.7% | -82.2% | +230.9% | +180.2% |
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 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