+409.8%
AME vs FIVN
+254.6%
+155.2%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.1% | +0.5% |
| 7D | +8.1% | -17.4% | +25.5% | +9.9% |
| 30D | -3.8% | -20.4% | +16.6% | -1.9% |
| 3M | -6.6% | -9.6% | +3.0% | -6.3% |
| 6M | +4.6% | +34.7% | -30.1% | -0.2% |
| YTD | +17.9% | +40.6% | -22.7% | +10.5% |
| 1Y | +23.2% | +34.3% | -11.1% | +16.0% |
| 3Y | +62.9% | -55.5% | +118.4% | +69.8% |
| 5Y | +77.5% | -82.5% | +160.0% | +98.5% |
| 10Y | +444.7% | +93.2% | +351.5% | +362.8% |
| All | +409.8% | +254.6% | +155.2% | +303.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling