+45.5%
AMZN vs FIVN
-82.5%
+128.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.1% |
| 7D | -1.0% | -9.6% | +8.6% | +1.3% |
| 30D | -9.2% | -11.9% | +2.7% | -6.8% |
| 3M | +3.4% | +40.1% | -36.7% | -6.4% |
| 6M | +18.2% | +68.3% | -50.1% | -0.4% |
| YTD | +9.3% | +51.5% | -42.1% | -6.1% |
| 1Y | +5.9% | +15.1% | -9.2% | -2.2% |
| 3Y | +82.6% | -55.6% | +138.2% | +106.7% |
| All | +45.5% | -82.5% | +128.1% | +97.6% |
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