+288.5%
AEE vs FIVN
+292.8%
-4.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.1% | +7.1% | +1.2% |
| 7D | +1.3% | -8.2% | +9.5% | +1.7% |
| 30D | -1.2% | -8.1% | +6.9% | -0.9% |
| 3M | +1.0% | +34.9% | -33.9% | -0.6% |
| 6M | -2.3% | +72.6% | -74.9% | -5.4% |
| YTD | +9.1% | +55.8% | -46.6% | +6.0% |
| 1Y | +10.6% | +17.1% | -6.6% | +8.9% |
| 3Y | +48.5% | -54.3% | +102.8% | +52.2% |
| 5Y | +39.9% | -81.6% | +121.4% | +48.1% |
| 10Y | +185.7% | +109.2% | +76.5% | +155.8% |
| All | +288.5% | +292.8% | -4.3% | +236.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling