+147.1%
AMAT vs FIVN
-82.9%
+230.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.1% | +0.3% | -2.2% |
| 7D | +11.4% | -2.8% | +14.2% | +12.0% |
| 30D | -17.0% | -17.4% | +0.4% | -14.5% |
| 3M | -30.6% | -19.2% | -11.4% | -28.7% |
| 6M | -14.9% | +29.4% | -44.3% | -22.3% |
| YTD | +44.7% | +36.3% | +8.4% | +26.6% |
| 1Y | +66.9% | +33.5% | +33.4% | +46.5% |
| 3Y | +153.3% | -56.8% | +210.1% | +185.7% |
| All | +147.1% | -82.9% | +230.1% | +261.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling