-87.7%
ADVB vs FIVN
-7.9%
-79.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.1% | +2.3% | -4.8% |
| 7D | -14.0% | -8.2% | -5.8% | -15.2% |
| 30D | +41.0% | -8.1% | +49.1% | +38.5% |
| 3M | +127.9% | +34.9% | +93.0% | +143.9% |
| 6M | +101.3% | +72.6% | +28.7% | +119.1% |
| YTD | +53.8% | +55.8% | -2.0% | +69.7% |
| 1Y | +4.4% | +17.1% | -12.7% | +21.3% |
| All | -87.7% | -7.9% | -79.8% | -84.6% |
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 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