+785.5%
ADI vs FIVN
+292.8%
+492.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.1% | +6.4% | +1.4% |
| 7D | +2.4% | -8.2% | +10.7% | +4.1% |
| 30D | -6.6% | -8.1% | +1.5% | -5.4% |
| 3M | -9.8% | +34.9% | -44.7% | -16.2% |
| 6M | +15.7% | +72.6% | -57.0% | -0.1% |
| YTD | +35.1% | +55.8% | -20.6% | +18.3% |
| 1Y | +47.7% | +17.1% | +30.6% | +37.0% |
| 3Y | +114.5% | -54.3% | +168.8% | +132.2% |
| 5Y | +141.2% | -81.6% | +222.8% | +196.4% |
| 10Y | +611.3% | +109.2% | +502.1% | +474.1% |
| All | +785.5% | +292.8% | +492.7% | +548.7% |
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 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