+449.4%
EXPD vs FIVN
+253.7%
+195.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -17.6% | +15.4% | -0.6% |
| 7D | -7.2% | -22.6% | +15.5% | -5.0% |
| 30D | -3.3% | -16.8% | +13.5% | -1.8% |
| 3M | +3.4% | -0.9% | +4.3% | +2.6% |
| 6M | +22.7% | +28.4% | -5.7% | +18.2% |
| YTD | +24.5% | +40.2% | -15.7% | +17.8% |
| 1Y | +38.6% | +30.5% | +8.1% | +31.9% |
| 3Y | +71.5% | -56.2% | +127.7% | +77.5% |
| 5Y | +56.2% | -81.0% | +137.2% | +68.9% |
| 10Y | +310.5% | +105.3% | +205.2% | +264.5% |
| All | +449.4% | +253.7% | +195.7% | +372.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling