+65.7%
AMGN vs FIVN
+55.4%
+10.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.7% |
| 7D | +5.9% | -3.4% | +9.3% | +5.9% |
| 30D | +18.7% | +5.8% | +13.0% | +18.8% |
| 3M | +23.4% | +22.0% | +1.4% | +23.9% |
| 6M | +49.7% | +55.7% | -6.0% | +52.1% |
| YTD | +49.2% | +81.3% | -32.1% | +53.9% |
| 1Y | +65.7% | +58.0% | +7.8% | +70.6% |
| All | +65.7% | +55.4% | +10.3% | +70.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling