+67.3%
AG vs FIVN
-82.6%
+149.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.8% |
| 7D | -5.8% | -11.3% | +5.5% | -3.8% |
| 30D | +6.4% | -7.3% | +13.7% | +7.6% |
| 3M | +28.4% | +41.7% | -13.3% | +19.2% |
| 6M | -24.5% | +78.3% | -102.7% | -34.3% |
| YTD | +21.2% | +50.9% | -29.7% | +8.4% |
| 1Y | +114.1% | +19.7% | +94.4% | +100.2% |
| 3Y | +268.0% | -55.7% | +323.8% | +302.7% |
| 5Y | +67.3% | -82.6% | +149.9% | +105.3% |
| All | +67.3% | -82.6% | +149.9% | +105.3% |
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