+363.1%
EXEL vs FIVN
+115.6%
+247.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -2.9% | -11.3% | +8.4% | -1.0% |
| 30D | +11.9% | -7.3% | +19.2% | +13.0% |
| 3M | +9.2% | +41.7% | -32.5% | +2.5% |
| 6M | +39.1% | +78.3% | -39.2% | +23.1% |
| YTD | +31.0% | +50.9% | -19.8% | +18.6% |
| 1Y | +52.3% | +19.7% | +32.7% | +43.0% |
| 3Y | +159.7% | -55.7% | +215.5% | +182.6% |
| 5Y | +187.7% | -82.6% | +270.3% | +261.2% |
| All | +363.1% | +115.6% | +247.5% | +206.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling