+114.6%
AG vs FIVN
+292.8%
-178.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.1% | +5.1% | -0.4% |
| 7D | +4.5% | -8.2% | +12.7% | +5.5% |
| 30D | +12.9% | -8.1% | +21.0% | +13.8% |
| 3M | +20.9% | +34.9% | -14.0% | +16.3% |
| 6M | -19.5% | +72.6% | -92.2% | -25.6% |
| YTD | +24.8% | +55.8% | -31.0% | +16.5% |
| 1Y | +120.2% | +17.1% | +103.1% | +111.8% |
| 3Y | +279.0% | -54.3% | +333.3% | +292.6% |
| 5Y | +67.9% | -81.6% | +149.5% | +81.3% |
| 10Y | +57.5% | +109.2% | -51.7% | +62.1% |
| All | +114.6% | +292.8% | -178.2% | +95.9% |
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