+641.7%
AMZN vs FIVN
+86.2%
+555.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.5% |
| 7D | +2.8% | -2.8% | +5.7% | +3.5% |
| 30D | +5.0% | -17.4% | +22.4% | +9.2% |
| 3M | +0.6% | -19.2% | +19.7% | +4.2% |
| 6M | -1.3% | +29.4% | -30.6% | -11.4% |
| YTD | +15.5% | +36.3% | -20.7% | -0.7% |
| 1Y | +12.2% | +33.5% | -21.2% | -3.2% |
| 3Y | +87.0% | -56.8% | +143.9% | +108.4% |
| 5Y | +51.3% | -83.0% | +134.3% | +107.5% |
| All | +641.7% | +86.2% | +555.4% | +464.1% |
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