+870.3%
ADI vs FIVN
+243.6%
+626.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.2% |
| 7D | +9.5% | -2.8% | +12.3% | +10.1% |
| 30D | -1.4% | -17.4% | +16.0% | +1.8% |
| 3M | +4.7% | -19.2% | +23.9% | +7.8% |
| 6M | -7.4% | +29.4% | -36.8% | -14.6% |
| YTD | +48.1% | +36.3% | +11.8% | +31.7% |
| 1Y | +69.6% | +33.5% | +36.2% | +51.3% |
| 3Y | +144.4% | -56.8% | +201.2% | +165.2% |
| 5Y | +134.1% | -83.0% | +217.1% | +190.6% |
| 10Y | +632.8% | +87.3% | +545.5% | +500.0% |
| All | +870.3% | +243.6% | +626.7% | +622.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling