+565.7%
AMZN vs FIVN
+118.5%
+447.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.6% | +1.6% |
| 7D | -0.7% | -7.8% | +7.2% | +1.4% |
| 30D | -3.9% | -1.7% | -2.2% | -3.9% |
| 3M | +6.3% | +47.2% | -40.9% | -5.5% |
| 6M | +20.8% | +82.7% | -62.0% | -1.4% |
| YTD | +11.2% | +52.9% | -41.7% | -5.7% |
| 1Y | +11.7% | +17.5% | -5.8% | +1.5% |
| 3Y | +79.4% | -55.8% | +135.3% | +101.9% |
| 5Y | +48.0% | -82.3% | +130.4% | +103.6% |
| All | +565.7% | +118.5% | +447.1% | +382.1% |
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