+296.4%
ARM vs FIVN
-50.1%
+346.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.4% | +6.4% | +4.5% |
| 7D | +5.5% | -2.3% | +7.7% | +6.1% |
| 30D | -8.2% | +12.4% | -20.6% | -11.8% |
| 3M | -35.9% | +36.0% | -71.9% | -42.1% |
| 6M | +103.1% | +86.0% | +17.1% | +61.1% |
| YTD | +130.6% | +65.9% | +64.7% | +87.9% |
| 1Y | +86.1% | +26.5% | +59.6% | +67.6% |
| All | +296.4% | -50.1% | +346.5% | +362.0% |
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 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