-97.2%
ADVB vs FIVN
-14.9%
-82.3%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.7% | +0.9% | +3.9% |
| 7D | -1.2% | -19.3% | +18.1% | -3.5% |
| 30D | -61.4% | -20.7% | -40.7% | -62.4% |
| 3M | -67.8% | -15.1% | -52.8% | -68.4% |
| 6M | -66.9% | +30.6% | -97.5% | -64.7% |
| YTD | -64.9% | +44.0% | -108.9% | -61.3% |
| 1Y | -74.8% | +45.5% | -120.3% | -72.3% |
| All | -97.2% | -14.9% | -82.3% | -96.5% |
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