+203.0%
AMAT vs FIVN
-53.5%
+256.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.7% | +4.5% |
| 7D | -1.5% | -2.3% | +0.8% | -1.3% |
| 30D | -14.8% | +12.4% | -27.2% | -15.9% |
| 3M | -9.3% | +36.0% | -45.3% | -12.0% |
| 6M | +27.4% | +86.0% | -58.6% | +16.4% |
| YTD | +77.6% | +65.9% | +11.6% | +64.5% |
| 1Y | +188.9% | +26.5% | +162.4% | +183.4% |
| All | +203.0% | -53.5% | +256.5% | +214.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling