+122.3%
EXPE vs FIVN
-55.3%
+177.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.2% | +2.1% |
| 7D | -17.8% | -22.8% | +5.0% | -13.1% |
| 30D | -3.2% | -21.3% | +18.1% | +1.5% |
| 3M | -19.0% | -14.0% | -5.0% | -17.1% |
| 6M | +17.7% | +31.1% | -13.4% | +8.6% |
| YTD | -7.8% | +40.0% | -47.8% | -17.6% |
| 1Y | -1.4% | +38.1% | -39.4% | -11.8% |
| All | +122.3% | -55.3% | +177.6% | +93.4% |
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