-77.0%
ADVB vs FIVN
+55.4%
-132.4%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.2% | -4.2% |
| 7D | -29.5% | -3.4% | -26.1% | -30.2% |
| 30D | -66.9% | +5.8% | -72.6% | -66.3% |
| 3M | -73.7% | +22.0% | -95.7% | -71.5% |
| 6M | -64.8% | +55.7% | -120.5% | -57.7% |
| YTD | -64.0% | +81.3% | -145.3% | -51.6% |
| 1Y | -77.0% | +58.0% | -134.9% | -67.2% |
| All | -77.0% | +55.4% | -132.4% | -67.2% |
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