+308.6%
EXPD vs FIVN
+103.9%
+204.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.1% | +4.6% | -0.8% |
| 7D | -0.9% | -8.2% | +7.3% | 0.0% |
| 30D | +4.1% | -8.1% | +12.2% | +4.9% |
| 3M | +13.8% | +34.9% | -21.1% | +9.3% |
| 6M | +27.3% | +72.6% | -45.4% | +17.8% |
| YTD | +25.4% | +55.8% | -30.3% | +17.0% |
| 1Y | +54.4% | +17.1% | +37.2% | +48.4% |
| 3Y | +67.9% | -54.3% | +122.2% | +75.1% |
| 5Y | +59.2% | -81.6% | +140.7% | +76.2% |
| 10Y | +308.6% | +109.2% | +199.4% | +237.6% |
| All | +308.6% | +103.9% | +204.7% | +237.6% |
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