+50.3%
EWZ vs FIVN
+109.8%
-59.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.7% | -0.7% | +1.7% |
| 7D | +1.4% | -19.3% | +20.7% | +3.5% |
| 30D | -25.1% | -20.7% | -4.4% | -23.6% |
| 3M | -7.7% | -15.1% | +7.3% | -6.8% |
| 6M | -15.8% | +30.6% | -46.5% | -19.6% |
| YTD | +3.6% | +44.0% | -40.4% | -3.4% |
| 1Y | +5.5% | +45.5% | -40.0% | -1.9% |
| 3Y | +22.1% | -52.8% | +74.9% | +26.8% |
| 5Y | +58.3% | -82.6% | +141.0% | +82.8% |
| 10Y | +50.3% | +109.4% | -59.1% | +22.7% |
| All | +50.3% | +109.8% | -59.5% | +22.7% |
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