+355.1%
AEM vs FIVN
+118.5%
+236.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.8% |
| 7D | -2.1% | -7.8% | +5.7% | -1.6% |
| 30D | +8.4% | -1.7% | +10.2% | +8.5% |
| 3M | +27.3% | +47.2% | -19.9% | +23.6% |
| 6M | -9.7% | +82.7% | -92.4% | -14.2% |
| YTD | +19.0% | +52.9% | -34.0% | +14.1% |
| 1Y | +31.5% | +17.5% | +14.0% | +28.5% |
| 3Y | +338.7% | -55.8% | +394.5% | +358.2% |
| 5Y | +307.4% | -82.3% | +389.8% | +343.6% |
| All | +355.1% | +118.5% | +236.5% | +374.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling