+220.6%
AMT vs FIVN
+254.6%
-34.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.7% | -0.3% |
| 7D | -2.2% | -17.4% | +15.3% | -0.6% |
| 30D | +5.8% | -20.4% | +26.2% | +7.7% |
| 3M | +12.6% | -9.6% | +22.2% | +13.0% |
| 6M | +8.3% | +34.7% | -26.4% | +4.3% |
| YTD | +11.4% | +40.6% | -29.2% | +5.7% |
| 1Y | +7.7% | +34.3% | -26.6% | +2.6% |
| 3Y | +14.8% | -55.5% | +70.3% | +19.8% |
| 5Y | -18.0% | -82.5% | +64.5% | -8.4% |
| 10Y | +133.0% | +93.2% | +39.8% | +109.1% |
| All | +220.6% | +254.6% | -34.0% | +175.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling