+92.6%
EWZ vs FIVN
+105.2%
-12.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -1.1% |
| 7D | -0.1% | -9.6% | +9.5% | +1.0% |
| 30D | +8.2% | -11.9% | +20.1% | +9.5% |
| 3M | +13.3% | +40.1% | -26.8% | +8.2% |
| 6M | +3.6% | +68.3% | -64.8% | -4.2% |
| YTD | +21.0% | +51.5% | -30.5% | +12.8% |
| 1Y | +34.7% | +15.1% | +19.5% | +29.5% |
| 3Y | +48.3% | -55.6% | +103.9% | +56.2% |
| 5Y | +60.1% | -82.4% | +142.5% | +85.9% |
| 10Y | +92.6% | +114.5% | -21.9% | +51.0% |
| All | +92.6% | +105.2% | -12.6% | +51.0% |
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