+88.3%
EXPE vs FIVN
-82.0%
+170.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.0% | 0.0% |
| 7D | -11.5% | -9.6% | -1.9% | -9.0% |
| 30D | -13.1% | -11.9% | -1.1% | -10.4% |
| 3M | +18.1% | +40.1% | -21.9% | +6.2% |
| 6M | +13.3% | +68.3% | -55.1% | -5.6% |
| YTD | -3.2% | +51.5% | -54.7% | -17.1% |
| 1Y | +26.1% | +15.1% | +11.0% | +15.7% |
| 3Y | +151.7% | -55.6% | +207.3% | +178.7% |
| 5Y | +88.3% | -82.4% | +170.8% | +141.0% |
| All | +88.3% | -82.0% | +170.4% | +141.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling