+1,500.7%
AMZN vs FIVN
+318.5%
+1,182.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.3% | +0.4% |
| 7D | -3.0% | -2.3% | -0.7% | -2.5% |
| 30D | -5.2% | +12.4% | -17.6% | -8.4% |
| 3M | +1.9% | +36.0% | -34.2% | -6.5% |
| 6M | +19.2% | +86.0% | -66.7% | -0.5% |
| YTD | +12.0% | +65.9% | -53.9% | -4.8% |
| 1Y | +9.7% | +26.5% | -16.8% | -0.8% |
| 3Y | +87.2% | -54.2% | +141.4% | +105.2% |
| 5Y | +48.7% | -80.5% | +129.1% | +88.4% |
| 10Y | +569.3% | +109.6% | +459.7% | +439.4% |
| All | +1,500.7% | +318.5% | +1,182.2% | +1,055.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling