+21.2%
EXE vs FIVN
-56.5%
+77.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +0.9% |
| 7D | +5.3% | -2.8% | +8.2% | +5.4% |
| 30D | -2.2% | -17.4% | +15.2% | -1.6% |
| 3M | -5.9% | -19.2% | +13.3% | -5.3% |
| 6M | -5.7% | +29.4% | -35.1% | -7.6% |
| YTD | -17.8% | +36.3% | -54.1% | -19.8% |
| 1Y | -23.1% | +33.5% | -56.6% | -24.9% |
| 3Y | +21.2% | -56.8% | +78.0% | +23.5% |
| All | +21.2% | -56.5% | +77.7% | +23.5% |
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