+220.0%
AEIS vs FIVN
-82.6%
+302.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -4.0% |
| 7D | -0.2% | -11.3% | +11.1% | +2.2% |
| 30D | -16.4% | -7.3% | -9.1% | -15.5% |
| 3M | -11.1% | +41.7% | -52.8% | -19.8% |
| 6M | -12.0% | +78.3% | -90.3% | -27.9% |
| YTD | +30.9% | +50.9% | -20.0% | +11.0% |
| 1Y | +74.3% | +19.7% | +54.7% | +58.1% |
| 3Y | +165.2% | -55.7% | +220.9% | +203.3% |
| 5Y | +220.0% | -82.6% | +302.6% | +335.6% |
| All | +220.0% | -82.6% | +302.6% | +335.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling