-20.2%
AMRZ vs FIVN
+2.1%
-22.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.3% |
| 7D | -2.1% | -2.8% | +0.8% | -1.9% |
| 30D | +13.0% | -17.4% | +30.4% | +14.0% |
| 3M | -12.1% | -19.2% | +7.1% | -11.3% |
| 6M | -19.1% | +29.4% | -48.5% | -21.4% |
| YTD | -23.3% | +36.3% | -59.5% | -26.7% |
| 1Y | -16.6% | +33.5% | -50.0% | -20.3% |
| All | -20.2% | +2.1% | -22.3% | -20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling