+20.5%
EXC vs FIVN
-52.8%
+73.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.4% | -1.1% |
| 7D | +0.3% | -2.3% | +2.6% | +0.3% |
| 30D | -3.7% | +12.4% | -16.1% | -3.6% |
| 3M | -1.3% | +36.0% | -37.3% | -0.9% |
| 6M | -9.7% | +86.0% | -95.7% | -8.8% |
| YTD | +2.9% | +65.9% | -63.0% | +3.8% |
| 1Y | +4.4% | +26.5% | -22.1% | +4.9% |
| All | +20.5% | -52.8% | +73.2% | +21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling