+117.8%
AMDL vs FIVN
-47.9%
+165.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -6.1% | +17.8% | +13.5% |
| 7D | +19.9% | -8.2% | +28.2% | +22.6% |
| 30D | +6.3% | -8.1% | +14.4% | +7.9% |
| 3M | -9.9% | +34.9% | -44.8% | -22.8% |
| 6M | +394.3% | +72.6% | +321.7% | +248.0% |
| YTD | +257.3% | +55.8% | +201.5% | +157.2% |
| 1Y | +508.5% | +17.1% | +491.4% | +434.6% |
| All | +117.8% | -47.9% | +165.7% | +112.0% |
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