+268.6%
ARM vs FIVN
-56.5%
+325.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.1% | -1.5% | -3.8% |
| 7D | +9.1% | -2.8% | +12.0% | +10.0% |
| 30D | -19.9% | -17.4% | -2.5% | -16.3% |
| 3M | -31.6% | -19.2% | -12.5% | -28.3% |
| 6M | -13.9% | +29.4% | -43.2% | -22.1% |
| YTD | +74.3% | +36.3% | +38.0% | +48.7% |
| 1Y | +35.8% | +33.5% | +2.3% | +16.4% |
| 3Y | +268.6% | -56.8% | +325.4% | +400.0% |
| All | +268.6% | -56.5% | +325.1% | +400.0% |
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