+1,077.8%
AEIS vs FIVN
+318.5%
+759.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.8% | +2.9% |
| 7D | +3.0% | -2.3% | +5.3% | +3.5% |
| 30D | -14.6% | +12.4% | -27.0% | -17.6% |
| 3M | -12.4% | +36.0% | -48.5% | -20.2% |
| 6M | -15.0% | +86.0% | -100.9% | -30.3% |
| YTD | +34.3% | +65.9% | -31.6% | +12.1% |
| 1Y | +87.4% | +26.5% | +60.9% | +67.0% |
| 3Y | +139.8% | -54.2% | +194.0% | +164.5% |
| 5Y | +220.7% | -80.5% | +301.2% | +307.3% |
| 10Y | +531.6% | +109.6% | +422.0% | +381.3% |
| All | +1,077.8% | +318.5% | +759.3% | +710.1% |
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