+347.2%
ADSK vs FIVN
+280.5%
+66.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.5% |
| 7D | -10.9% | -11.3% | +0.4% | -7.7% |
| 30D | -15.9% | -7.3% | -8.6% | -14.0% |
| 3M | -4.4% | +41.7% | -46.1% | -14.3% |
| 6M | -16.6% | +78.3% | -94.9% | -31.2% |
| YTD | -28.5% | +50.9% | -79.4% | -38.6% |
| 1Y | -34.6% | +19.7% | -54.3% | -40.5% |
| 3Y | -3.5% | -55.7% | +52.3% | +10.5% |
| 5Y | -25.6% | -82.6% | +57.0% | +4.4% |
| 10Y | +216.6% | +113.6% | +103.0% | +138.1% |
| All | +347.2% | +280.5% | +66.7% | +190.6% |
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