-18.3%
AMRZ vs FIVN
+16.7%
-35.1%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.1% | +1.9% | -4.0% |
| 7D | -2.0% | -8.2% | +6.2% | -1.6% |
| 30D | -9.8% | -8.1% | -1.7% | -9.6% |
| 3M | -17.2% | +34.9% | -52.1% | -19.2% |
| 6M | -26.9% | +72.6% | -99.6% | -31.1% |
| YTD | -21.5% | +55.8% | -77.2% | -25.4% |
| 1Y | -22.9% | +17.1% | -40.0% | -23.1% |
| All | -18.3% | +16.7% | -35.1% | -19.5% |
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