+186.5%
AEE vs FIVN
+118.5%
+68.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.1% |
| 7D | -0.8% | -7.8% | +7.1% | -0.4% |
| 30D | -2.9% | -1.7% | -1.2% | -2.9% |
| 3M | -2.4% | +47.2% | -49.6% | -4.4% |
| 6M | -2.7% | +82.7% | -85.4% | -6.1% |
| YTD | +7.3% | +52.9% | -45.7% | +4.3% |
| 1Y | +7.5% | +17.5% | -9.9% | +5.9% |
| 3Y | +46.2% | -55.8% | +102.0% | +50.7% |
| 5Y | +39.7% | -82.3% | +122.0% | +49.6% |
| All | +186.5% | +118.5% | +68.0% | +151.9% |
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