+390.1%
AMD vs FIVN
-55.2%
+445.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.4% | +1.1% | +2.3% |
| 7D | +8.1% | -7.8% | +15.9% | +9.1% |
| 30D | +6.9% | -1.7% | +8.6% | +6.8% |
| 3M | +5.7% | +47.2% | -41.5% | -2.3% |
| 6M | +152.0% | +82.7% | +69.3% | +115.6% |
| YTD | +141.0% | +52.9% | +88.1% | +113.2% |
| 1Y | +231.6% | +17.5% | +214.1% | +214.9% |
| 3Y | +390.1% | -55.8% | +445.9% | +379.9% |
| All | +390.1% | -55.2% | +445.3% | +379.9% |
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