-95.5%
ADVB vs FIVN
-16.9%
-78.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +42.7% | +0.4% | +42.2% | +42.7% |
| 7D | +74.2% | -17.4% | +91.6% | +70.6% |
| 30D | -35.9% | -20.4% | -15.5% | -37.5% |
| 3M | -56.4% | -9.6% | -46.8% | -56.6% |
| 6M | -36.7% | +34.7% | -71.4% | -32.8% |
| YTD | -43.3% | +40.6% | -83.9% | -37.7% |
| 1Y | -63.4% | +34.3% | -97.7% | -59.5% |
| All | -95.5% | -16.9% | -78.6% | -94.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling