+299.9%
AEM vs FIVN
-82.6%
+382.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.9% |
| 7D | -5.0% | -11.3% | +6.2% | -4.3% |
| 30D | +8.5% | -7.3% | +15.7% | +8.9% |
| 3M | +29.3% | +41.7% | -12.4% | +25.9% |
| 6M | -12.9% | +78.3% | -91.2% | -17.2% |
| YTD | +16.8% | +50.9% | -34.1% | +12.2% |
| 1Y | +29.8% | +19.7% | +10.2% | +27.0% |
| 3Y | +336.7% | -55.7% | +392.5% | +366.1% |
| 5Y | +299.9% | -82.6% | +382.5% | +317.3% |
| All | +299.9% | -82.6% | +382.6% | +317.3% |
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 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