+21.3%
ADM vs FIVN
+55.4%
-34.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.4% |
| 7D | -8.3% | -3.4% | -4.9% | -8.4% |
| 30D | -14.1% | +5.8% | -19.9% | -13.9% |
| 3M | -10.7% | +22.0% | -32.8% | -10.2% |
| 6M | -5.9% | +55.7% | -61.7% | -5.0% |
| YTD | +25.8% | +81.3% | -55.5% | +26.2% |
| 1Y | +21.3% | +58.0% | -36.7% | +21.2% |
| All | +21.3% | +55.4% | -34.1% | +21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling