+334.3%
EXPD vs FIVN
+104.7%
+229.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.2% | +1.7% | +2.7% |
| 7D | -1.6% | -22.8% | +21.2% | +1.0% |
| 30D | +0.6% | -21.3% | +21.9% | +2.9% |
| 3M | +9.8% | -14.0% | +23.8% | +10.8% |
| 6M | +25.8% | +31.1% | -5.4% | +20.2% |
| YTD | +31.3% | +40.0% | -8.7% | +23.2% |
| 1Y | +40.9% | +38.1% | +2.9% | +32.3% |
| 3Y | +74.7% | -55.7% | +130.4% | +81.9% |
| 5Y | +62.9% | -82.5% | +145.4% | +80.5% |
| 10Y | +334.3% | +92.4% | +242.0% | +272.0% |
| All | +334.3% | +104.7% | +229.6% | +272.0% |
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