+115.6%
AMDL vs FIVN
-49.5%
+165.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.3% | -6.6% |
| 7D | +20.7% | -11.3% | +32.0% | +24.5% |
| 30D | +9.4% | -7.3% | +16.7% | +10.8% |
| 3M | +5.6% | +41.7% | -36.0% | -12.0% |
| 6M | +340.3% | +78.3% | +262.0% | +201.3% |
| YTD | +253.6% | +50.9% | +202.8% | +156.8% |
| 1Y | +443.4% | +19.7% | +423.7% | +364.8% |
| All | +115.6% | -49.5% | +165.1% | +111.6% |
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