+318.6%
AGI vs FIVN
+282.0%
+36.6%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.8% | +4.1% | +1.5% |
| 7D | +2.2% | -9.6% | +11.8% | +3.0% |
| 30D | +11.3% | -11.9% | +23.2% | +12.2% |
| 3M | +5.6% | +40.1% | -34.4% | +2.7% |
| 6M | -27.7% | +68.3% | -96.0% | -31.1% |
| YTD | -4.1% | +51.5% | -55.6% | -8.1% |
| 1Y | +13.8% | +15.1% | -1.3% | +11.0% |
| 3Y | +217.0% | -55.6% | +272.6% | +227.1% |
| 5Y | +404.3% | -82.4% | +486.8% | +439.1% |
| 10Y | +400.5% | +114.5% | +286.0% | +376.5% |
| All | +318.6% | +282.0% | +36.6% | +250.3% |
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 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