+140.1%
AMT vs FIVN
+92.2%
+47.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.7% | -0.3% |
| 7D | -2.2% | -17.4% | +15.3% | -0.5% |
| 30D | +5.8% | -20.4% | +26.2% | +7.9% |
| 3M | +12.6% | -9.6% | +22.2% | +13.1% |
| 6M | +8.3% | +34.7% | -26.4% | +3.9% |
| YTD | +11.4% | +40.6% | -29.2% | +5.2% |
| 1Y | +7.7% | +34.3% | -26.6% | +2.1% |
| 3Y | +14.8% | -55.5% | +70.3% | +21.0% |
| 5Y | -18.0% | -82.5% | +64.5% | -6.0% |
| All | +140.1% | +92.2% | +47.9% | +117.1% |
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