+87.0%
AMZN vs FIVN
-56.5%
+143.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.2% |
| 7D | +2.8% | -2.8% | +5.7% | +3.3% |
| 30D | +5.0% | -17.4% | +22.4% | +7.6% |
| 3M | +0.6% | -19.2% | +19.7% | +3.0% |
| 6M | -1.3% | +29.4% | -30.6% | -8.1% |
| YTD | +15.5% | +36.3% | -20.7% | +4.8% |
| 1Y | +12.2% | +33.5% | -21.2% | +2.1% |
| 3Y | +87.0% | -56.8% | +143.9% | +89.2% |
| All | +87.0% | -56.5% | +143.5% | +89.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling