+199.0%
AMD vs FIVN
-81.1%
+280.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -17.6% | +28.7% | +15.4% |
| 7D | -11.0% | -22.6% | +11.6% | -5.7% |
| 30D | -30.5% | -16.8% | -13.7% | -27.7% |
| 3M | -8.2% | -0.9% | -7.3% | -10.4% |
| 6M | +6.6% | +28.4% | -21.8% | -5.6% |
| YTD | +109.7% | +40.2% | +69.4% | +72.5% |
| 1Y | +88.9% | +30.5% | +58.4% | +59.2% |
| 3Y | +301.8% | -56.2% | +358.1% | +355.8% |
| All | +199.0% | -81.1% | +280.2% | +346.0% |
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