+416.2%
AME vs FIVN
+115.6%
+300.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | 0.0% | -11.3% | +11.3% | +1.3% |
| 30D | -8.6% | -7.3% | -1.3% | -8.0% |
| 3M | +5.8% | +41.7% | -35.9% | +0.8% |
| 6M | +3.8% | +78.3% | -74.4% | -5.0% |
| YTD | +14.4% | +50.9% | -36.4% | +6.4% |
| 1Y | +25.8% | +19.7% | +6.1% | +20.3% |
| 3Y | +55.2% | -55.7% | +110.9% | +64.1% |
| 5Y | +85.5% | -82.6% | +168.1% | +113.3% |
| All | +416.2% | +115.6% | +300.6% | +325.2% |
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