+174.8%
EXE vs FIVN
-82.6%
+257.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -1.4% |
| 7D | -2.7% | -9.6% | +6.9% | -2.1% |
| 30D | -0.4% | -11.9% | +11.6% | +0.4% |
| 3M | +9.5% | +40.1% | -30.6% | +6.3% |
| 6M | -9.3% | +68.3% | -77.7% | -13.6% |
| YTD | -10.9% | +51.5% | -62.4% | -14.6% |
| 1Y | +4.3% | +15.1% | -10.8% | +2.1% |
| 3Y | +18.8% | -55.6% | +74.4% | +23.4% |
| 5Y | +101.4% | -82.4% | +183.8% | +111.8% |
| All | +174.8% | -82.6% | +257.4% | +186.8% |
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