+29.4%
EXPE vs FIVN
+15.3%
+14.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -8.7% | -11.3% | +2.6% | -6.0% |
| 30D | -13.6% | -7.3% | -6.3% | -12.3% |
| 3M | +26.6% | +41.7% | -15.0% | +14.4% |
| 6M | +19.9% | +78.3% | -58.3% | -1.0% |
| YTD | -1.7% | +50.9% | -52.6% | -15.3% |
| 1Y | +29.4% | +19.7% | +9.8% | +16.0% |
| All | +29.4% | +15.3% | +14.2% | +16.0% |
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