+57.9%
EXEL vs FIVN
+27.5%
+30.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.2% |
| 7D | +8.4% | -2.3% | +10.7% | +8.4% |
| 30D | +4.1% | +12.4% | -8.3% | +3.9% |
| 3M | +12.4% | +36.0% | -23.6% | +12.6% |
| 6M | +41.5% | +86.0% | -44.4% | +42.7% |
| YTD | +34.6% | +65.9% | -31.3% | +36.2% |
| 1Y | +57.9% | +26.5% | +31.4% | +66.0% |
| All | +57.9% | +27.5% | +30.4% | +66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling