+77.2%
EXPD vs FIVN
-56.5%
+133.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.6% | -0.2% |
| 7D | +5.5% | -2.8% | +8.4% | +5.8% |
| 30D | -0.8% | -17.4% | +16.6% | +0.5% |
| 3M | +4.1% | -19.2% | +23.3% | +5.4% |
| 6M | +25.7% | +29.4% | -3.7% | +21.7% |
| YTD | +31.4% | +36.3% | -4.9% | +26.0% |
| 1Y | +42.2% | +33.5% | +8.7% | +36.4% |
| 3Y | +77.2% | -56.8% | +134.0% | +74.4% |
| All | +77.2% | -56.5% | +133.7% | +74.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling