+8,520.0%
AMD vs FIVN
+92.2%
+8,427.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.4% | +5.4% | +5.7% |
| 7D | +44.7% | -17.4% | +62.2% | +51.9% |
| 30D | -3.3% | -20.4% | +17.0% | +3.0% |
| 3M | +21.2% | -9.6% | +30.8% | +22.5% |
| 6M | +30.6% | +34.7% | -4.1% | +10.8% |
| YTD | +173.3% | +40.6% | +132.7% | +116.0% |
| 1Y | +126.1% | +34.3% | +91.8% | +81.4% |
| 3Y | +393.5% | -55.5% | +449.0% | +456.2% |
| 5Y | +295.8% | -82.5% | +378.2% | +514.4% |
| All | +8,520.0% | +92.2% | +8,427.9% | +5,887.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling