+701.5%
AEM vs FIVN
+292.8%
+408.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.1% | +4.7% | -1.0% |
| 7D | +4.3% | -8.2% | +12.6% | +4.9% |
| 30D | +13.1% | -8.1% | +21.2% | +13.6% |
| 3M | +24.8% | +34.9% | -10.1% | +22.1% |
| 6M | -8.2% | +72.6% | -80.9% | -12.2% |
| YTD | +19.8% | +55.8% | -35.9% | +15.1% |
| 1Y | +32.1% | +17.1% | +14.9% | +29.2% |
| 3Y | +348.2% | -54.3% | +402.5% | +363.5% |
| 5Y | +297.5% | -81.6% | +379.0% | +326.3% |
| 10Y | +343.3% | +109.2% | +234.1% | +325.3% |
| All | +701.5% | +292.8% | +408.6% | +587.6% |
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 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