-97.3%
ADVB vs FIVN
-17.1%
-80.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -17.6% | +21.8% | +2.0% |
| 7D | -13.9% | -22.6% | +8.7% | -16.4% |
| 30D | -68.1% | -16.8% | -51.4% | -68.7% |
| 3M | -73.4% | -0.9% | -72.5% | -72.7% |
| 6M | -70.8% | +28.4% | -99.2% | -68.9% |
| YTD | -66.1% | +40.2% | -106.3% | -62.7% |
| 1Y | -77.5% | +30.5% | -108.0% | -75.0% |
| All | -97.3% | -17.1% | -80.2% | -96.6% |
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 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