-35.2%
AAL vs FIVN
-82.9%
+47.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.2% |
| 7D | -0.1% | -2.8% | +2.8% | +0.7% |
| 30D | +11.7% | -17.4% | +29.1% | +16.7% |
| 3M | -12.5% | -19.2% | +6.6% | -8.8% |
| 6M | +3.6% | +29.4% | -25.7% | -8.3% |
| YTD | -14.1% | +36.3% | -50.3% | -27.4% |
| 1Y | +0.8% | +33.5% | -32.7% | -14.4% |
| 3Y | +11.8% | -56.8% | +68.6% | +26.5% |
| All | -35.2% | -82.9% | +47.8% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling