+193.6%
AMT vs FIVN
+292.8%
-99.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.1% | +6.1% | +0.5% |
| 7D | -0.2% | -8.2% | +8.1% | +0.6% |
| 30D | +1.8% | -8.1% | +10.0% | +2.5% |
| 3M | -6.2% | +34.9% | -41.1% | -9.2% |
| 6M | -5.0% | +72.6% | -77.6% | -10.8% |
| YTD | +2.1% | +55.8% | -53.7% | -3.6% |
| 1Y | -5.7% | +17.1% | -22.9% | -8.8% |
| 3Y | +7.9% | -54.3% | +62.2% | +12.9% |
| 5Y | -32.3% | -81.6% | +49.2% | -24.6% |
| 10Y | +95.0% | +109.2% | -14.2% | +74.2% |
| All | +193.6% | +292.8% | -99.2% | +150.9% |
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 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