+54.4%
EXPD vs FIVN
+16.7%
+37.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.1% | +4.6% | -1.2% |
| 7D | -0.9% | -8.2% | +7.3% | -0.6% |
| 30D | +4.1% | -8.1% | +12.2% | +4.4% |
| 3M | +13.8% | +34.9% | -21.1% | +12.0% |
| 6M | +27.3% | +72.6% | -45.4% | +24.3% |
| YTD | +25.4% | +55.8% | -30.3% | +22.6% |
| 1Y | +54.4% | +17.1% | +37.2% | +45.8% |
| All | +54.4% | +16.7% | +37.7% | +45.8% |
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 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