+337.5%
AMD vs FIVN
-80.6%
+418.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.4% | +7.1% | +5.3% |
| 7D | +2.6% | -2.3% | +4.9% | +3.2% |
| 30D | -0.9% | +12.4% | -13.3% | -5.1% |
| 3M | -8.7% | +36.0% | -44.7% | -18.2% |
| 6M | +136.3% | +86.0% | +50.4% | +85.1% |
| YTD | +123.0% | +65.9% | +57.1% | +78.3% |
| 1Y | +195.2% | +26.5% | +168.7% | +158.5% |
| 3Y | +336.3% | -54.2% | +390.6% | +402.2% |
| All | +337.5% | -80.6% | +418.1% | +544.8% |
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