+46.2%
EXC vs FIVN
-81.8%
+128.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.1% | +6.8% | +0.8% |
| 7D | +1.2% | -8.2% | +9.5% | +1.4% |
| 30D | -2.7% | -8.1% | +5.4% | -2.6% |
| 3M | -1.0% | +34.9% | -35.9% | -1.6% |
| 6M | -9.3% | +72.6% | -81.9% | -10.3% |
| YTD | +3.6% | +55.8% | -52.1% | +2.5% |
| 1Y | +5.9% | +17.1% | -11.2% | +5.5% |
| 3Y | +21.3% | -54.3% | +75.6% | +24.9% |
| 5Y | +46.2% | -81.6% | +127.7% | +46.5% |
| All | +46.2% | -81.8% | +128.0% | +46.5% |
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 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