+356.8%
EXPE vs FIVN
+318.5%
+38.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.8% | -1.2% |
| 7D | -9.5% | -2.3% | -7.2% | -9.1% |
| 30D | -6.6% | +12.4% | -19.0% | -9.4% |
| 3M | +31.4% | +36.0% | -4.6% | +22.4% |
| 6M | +35.2% | +86.0% | -50.8% | +16.9% |
| YTD | +5.8% | +65.9% | -60.1% | -6.6% |
| 1Y | +38.7% | +26.5% | +12.2% | +28.1% |
| 3Y | +175.8% | -54.2% | +230.0% | +193.1% |
| 5Y | +111.8% | -80.5% | +192.3% | +145.5% |
| 10Y | +179.7% | +109.6% | +70.1% | +110.8% |
| All | +356.8% | +318.5% | +38.3% | +200.0% |
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 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