+193.4%
AMAT vs FIVN
+16.7%
+176.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -6.1% | +10.1% | +3.5% |
| 7D | +7.0% | -8.2% | +15.2% | +6.3% |
| 30D | -12.2% | -8.1% | -4.1% | -12.6% |
| 3M | -3.8% | +34.9% | -38.7% | 0.0% |
| 6M | +45.9% | +72.6% | -26.7% | +52.4% |
| YTD | +84.6% | +55.8% | +28.9% | +96.6% |
| 1Y | +193.4% | +17.1% | +176.2% | +260.0% |
| All | +193.4% | +16.7% | +176.7% | +260.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling