+105.4%
AMT vs FIVN
+105.2%
+0.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +0.1% |
| 7D | +1.5% | -9.6% | +11.0% | +2.5% |
| 30D | +3.7% | -11.9% | +15.7% | +4.9% |
| 3M | -7.2% | +40.1% | -47.3% | -10.8% |
| 6M | -4.2% | +68.3% | -72.5% | -10.4% |
| YTD | +1.9% | +51.5% | -49.6% | -4.1% |
| 1Y | -6.4% | +15.1% | -21.5% | -9.5% |
| 3Y | +7.7% | -55.6% | +63.3% | +14.2% |
| 5Y | -30.9% | -82.4% | +51.5% | -20.4% |
| 10Y | +105.4% | +114.5% | -9.1% | +72.6% |
| All | +105.4% | +105.2% | +0.2% | +72.6% |
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 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