+142.7%
AMAT vs FIVN
-55.4%
+198.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -17.6% | +21.9% | +5.6% |
| 7D | -14.7% | -22.6% | +7.9% | -13.1% |
| 30D | -36.1% | -16.8% | -19.3% | -35.2% |
| 3M | -36.9% | -0.9% | -36.0% | -37.2% |
| 6M | -22.2% | +28.4% | -50.6% | -25.1% |
| YTD | +29.9% | +40.2% | -10.3% | +21.8% |
| 1Y | +43.3% | +30.5% | +12.7% | +36.2% |
| 3Y | +142.7% | -56.2% | +198.9% | +151.9% |
| All | +142.7% | -55.4% | +198.0% | +151.9% |
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 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