+8.6%
AEIS vs FIVN
+55.4%
-46.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +1.6% | -12.8% | -11.0% |
| 7D | -12.7% | -3.4% | -9.3% | -13.0% |
| 30D | -28.8% | +5.8% | -34.6% | -28.3% |
| 3M | -38.0% | +22.0% | -60.0% | -36.0% |
| 6M | -45.3% | +55.7% | -101.0% | -40.7% |
| YTD | +1.1% | +81.3% | -80.2% | +11.2% |
| 1Y | +8.6% | +58.0% | -49.4% | +24.3% |
| All | +8.6% | +55.4% | -46.8% | +24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling