+176.3%
AEIS vs FIVN
-55.7%
+231.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.6% | -0.7% |
| 7D | +6.5% | -9.6% | +16.0% | +7.9% |
| 30D | -9.2% | -11.9% | +2.7% | -7.8% |
| 3M | -8.3% | +40.1% | -48.4% | -15.0% |
| 6M | -6.3% | +68.3% | -74.7% | -19.6% |
| YTD | +36.5% | +51.5% | -15.0% | +19.5% |
| 1Y | +84.8% | +15.1% | +69.6% | +76.8% |
| All | +176.3% | -55.7% | +231.9% | +212.6% |
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