+40.5%
EXPD vs FIVN
+33.4%
+7.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.1% | +0.5% |
| 7D | +3.6% | -17.4% | +21.0% | +4.6% |
| 30D | +0.3% | -20.4% | +20.7% | +1.4% |
| 3M | +6.1% | -9.6% | +15.7% | +6.4% |
| 6M | +27.4% | +34.7% | -7.3% | +24.6% |
| YTD | +32.0% | +40.6% | -8.6% | +29.3% |
| 1Y | +40.5% | +34.3% | +6.2% | +38.2% |
| All | +40.5% | +33.4% | +7.1% | +38.2% |
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