-2.9%
ADSK vs FIVN
-55.2%
+52.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | 0.0% |
| 7D | -2.5% | -7.8% | +5.3% | -0.4% |
| 30D | -14.9% | -1.7% | -13.1% | -14.4% |
| 3M | +3.3% | +47.2% | -43.9% | -7.0% |
| 6M | -15.7% | +82.7% | -98.4% | -28.9% |
| YTD | -28.2% | +52.9% | -81.2% | -37.3% |
| 1Y | -34.5% | +17.5% | -52.0% | -39.6% |
| 3Y | -2.9% | -55.8% | +52.9% | +5.1% |
| All | -2.9% | -55.2% | +52.3% | +5.1% |
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 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