-96.5%
ADVB vs FIVN
-19.4%
-77.1%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.6% | -3.1% | -20.5% | -23.9% |
| 7D | +27.8% | -2.8% | +30.6% | +27.2% |
| 30D | -50.8% | -17.4% | -33.4% | -51.8% |
| 3M | -70.5% | -19.2% | -51.3% | -71.1% |
| 6M | -46.7% | +29.4% | -76.1% | -43.7% |
| YTD | -56.7% | +36.3% | -92.9% | -52.6% |
| 1Y | -71.8% | +33.5% | -105.2% | -69.0% |
| All | -96.5% | -19.4% | -77.1% | -95.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling