+50.4%
AMZN vs FIVN
-82.9%
+133.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.4% |
| 7D | +2.8% | -2.8% | +5.7% | +3.5% |
| 30D | +5.0% | -17.4% | +22.4% | +8.9% |
| 3M | +0.6% | -19.2% | +19.7% | +4.0% |
| 6M | -1.3% | +29.4% | -30.6% | -11.0% |
| YTD | +15.5% | +36.3% | -20.7% | -0.1% |
| 1Y | +12.2% | +33.5% | -21.2% | -2.6% |
| 3Y | +87.0% | -56.8% | +143.9% | +110.1% |
| All | +50.4% | -82.9% | +133.4% | +111.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling