-18.1%
AMRZ vs FIVN
+3.7%
-21.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.9% | +2.1% | -1.6% |
| 7D | +0.2% | -22.4% | +22.6% | +1.5% |
| 30D | +16.2% | -23.8% | +39.9% | +17.7% |
| 3M | -8.9% | -19.5% | +10.6% | -8.1% |
| 6M | -20.1% | +25.6% | -45.7% | -22.1% |
| YTD | -21.3% | +38.4% | -59.7% | -24.9% |
| 1Y | -12.6% | +33.7% | -46.3% | -16.4% |
| All | -18.1% | +3.7% | -21.8% | -18.9% |
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