+651.5%
ADI vs FIVN
+118.5%
+533.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.4% | +3.5% | +4.6% |
| 7D | +4.6% | -7.8% | +12.4% | +6.3% |
| 30D | -1.2% | -1.7% | +0.6% | -1.1% |
| 3M | -7.8% | +47.2% | -55.0% | -16.7% |
| 6M | +19.3% | +82.7% | -63.4% | -0.2% |
| YTD | +40.9% | +52.9% | -12.0% | +21.8% |
| 1Y | +54.5% | +17.5% | +37.0% | +42.0% |
| 3Y | +123.4% | -55.8% | +179.3% | +147.5% |
| 5Y | +142.3% | -82.3% | +224.6% | +213.9% |
| All | +651.5% | +118.5% | +533.0% | +446.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling