+177.1%
EXC vs FIVN
+318.5%
-141.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.4% | -0.9% |
| 7D | +0.3% | -2.3% | +2.6% | +0.4% |
| 30D | -3.7% | +12.4% | -16.1% | -4.4% |
| 3M | -1.3% | +36.0% | -37.3% | -3.1% |
| 6M | -9.7% | +86.0% | -95.7% | -13.1% |
| YTD | +2.9% | +65.9% | -63.0% | -0.6% |
| 1Y | +4.4% | +26.5% | -22.1% | +2.2% |
| 3Y | +22.2% | -54.2% | +76.4% | +26.0% |
| 5Y | +46.7% | -80.5% | +127.2% | +56.9% |
| 10Y | +155.3% | +109.6% | +45.7% | +130.1% |
| All | +177.1% | +318.5% | -141.4% | +134.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling