+295.4%
EXPE vs FIVN
+243.6%
+51.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.6% |
| 7D | -0.5% | -2.8% | +2.4% | +0.1% |
| 30D | -6.1% | -17.4% | +11.3% | -2.8% |
| 3M | -21.3% | -19.2% | -2.1% | -18.6% |
| 6M | +19.0% | +29.4% | -10.4% | +11.0% |
| YTD | -8.4% | +36.3% | -44.7% | -16.5% |
| 1Y | -2.8% | +33.5% | -36.3% | -11.1% |
| 3Y | +120.8% | -56.8% | +177.6% | +136.4% |
| 5Y | +46.2% | -83.0% | +129.2% | +74.3% |
| 10Y | +123.8% | +87.3% | +36.6% | +72.4% |
| All | +295.4% | +243.6% | +51.7% | +168.3% |
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