+144.4%
ADI vs FIVN
-56.5%
+200.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.3% |
| 7D | +9.5% | -2.8% | +12.3% | +9.9% |
| 30D | -1.4% | -17.4% | +16.0% | +1.0% |
| 3M | +4.7% | -19.2% | +23.9% | +7.1% |
| 6M | -7.4% | +29.4% | -36.8% | -13.2% |
| YTD | +48.1% | +36.3% | +11.8% | +35.0% |
| 1Y | +69.6% | +33.5% | +36.2% | +55.2% |
| 3Y | +144.4% | -56.8% | +201.2% | +176.9% |
| All | +144.4% | -56.5% | +200.8% | +176.9% |
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 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