+90.5%
AA vs FIVN
-55.5%
+146.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.1% | +9.7% | +4.9% |
| 7D | +1.7% | -8.2% | +9.9% | +3.4% |
| 30D | +3.3% | -8.1% | +11.4% | +4.8% |
| 3M | -29.4% | +34.9% | -64.3% | -35.1% |
| 6M | -12.8% | +72.6% | -85.4% | -26.6% |
| YTD | -2.1% | +55.8% | -57.9% | -16.0% |
| 1Y | +62.8% | +17.1% | +45.6% | +53.7% |
| 3Y | +90.5% | -54.3% | +144.8% | +124.8% |
| All | +90.5% | -55.5% | +146.0% | +124.8% |
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