+50.6%
AA vs FIVN
+20.3%
+30.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.1% |
| 7D | -3.4% | -7.8% | +4.4% | -3.1% |
| 30D | -5.8% | -1.7% | -4.0% | -5.8% |
| 3M | -29.9% | +47.2% | -77.1% | -31.2% |
| 6M | -27.0% | +82.7% | -109.7% | -29.5% |
| YTD | -8.7% | +52.9% | -61.6% | -8.8% |
| 1Y | +50.6% | +17.5% | +33.2% | +53.7% |
| All | +50.6% | +20.3% | +30.3% | +53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling