+156.6%
EXPE vs FIVN
-54.4%
+211.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -6.1% | -1.7% | -6.4% |
| 7D | -9.8% | -8.2% | -1.5% | -7.8% |
| 30D | -11.5% | -8.1% | -3.4% | -10.0% |
| 3M | +21.7% | +34.9% | -13.2% | +11.5% |
| 6M | +10.4% | +72.6% | -62.3% | -6.8% |
| YTD | -2.5% | +55.8% | -58.3% | -15.8% |
| 1Y | +27.3% | +17.1% | +10.2% | +17.0% |
| All | +156.6% | -54.4% | +211.0% | +119.9% |
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