+198.5%
EXEL vs FIVN
-82.0%
+280.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.9% | +1.5% |
| 7D | -0.3% | -9.6% | +9.2% | +0.8% |
| 30D | +10.1% | -11.9% | +22.1% | +11.6% |
| 3M | +10.1% | +40.1% | -30.0% | +5.5% |
| 6M | +37.7% | +68.3% | -30.7% | +27.4% |
| YTD | +33.1% | +51.5% | -18.4% | +24.3% |
| 1Y | +52.4% | +15.1% | +37.3% | +47.4% |
| 3Y | +163.8% | -55.6% | +219.4% | +184.8% |
| 5Y | +198.5% | -82.4% | +281.0% | +265.8% |
| All | +198.5% | -82.0% | +280.6% | +265.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling