+52.3%
EXEL vs FIVN
+15.3%
+37.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -2.9% | -11.3% | +8.4% | -2.8% |
| 30D | +11.9% | -7.3% | +19.2% | +12.0% |
| 3M | +9.2% | +41.7% | -32.5% | +10.2% |
| 6M | +39.1% | +78.3% | -39.2% | +40.3% |
| YTD | +31.0% | +50.9% | -19.8% | +32.7% |
| 1Y | +52.3% | +19.7% | +32.7% | +58.4% |
| All | +52.3% | +15.3% | +37.1% | +58.4% |
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