+337.4%
AGI vs FIVN
+118.5%
+218.9%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.6% |
| 7D | -2.7% | -7.8% | +5.1% | -2.1% |
| 30D | +7.2% | -1.7% | +9.0% | +7.3% |
| 3M | +4.3% | +47.2% | -42.9% | +0.9% |
| 6M | -27.1% | +82.7% | -109.8% | -31.1% |
| YTD | -6.6% | +52.9% | -59.5% | -10.8% |
| 1Y | +9.5% | +17.5% | -8.0% | +6.6% |
| 3Y | +208.4% | -55.8% | +264.3% | +219.5% |
| 5Y | +401.6% | -82.3% | +484.0% | +436.8% |
| All | +337.4% | +118.5% | +218.9% | +386.3% |
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 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