-3.7%
AAL vs FIVN
+47.2%
-50.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -6.1% | +0.9% | -4.2% |
| 7D | +1.2% | -8.7% | +9.9% | +2.7% |
| 30D | -0.5% | +2.6% | -3.1% | -1.0% |
| 3M | -22.0% | +15.3% | -37.4% | -24.3% |
| 6M | +4.5% | +40.7% | -36.2% | -2.4% |
| YTD | -15.7% | +70.3% | -85.9% | -23.5% |
| 1Y | -3.7% | +50.0% | -53.7% | -9.7% |
| All | -3.7% | +47.2% | -50.8% | -9.7% |
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