+125.3%
AS vs FIVN
-63.1%
+188.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.0% |
| 7D | -3.6% | -17.4% | +13.8% | -0.2% |
| 30D | +3.4% | -20.4% | +23.8% | +7.5% |
| 3M | -8.6% | -9.6% | +1.0% | -8.2% |
| 6M | -10.0% | +34.7% | -44.7% | -18.9% |
| YTD | -19.2% | +40.6% | -59.8% | -29.7% |
| 1Y | -3.8% | +34.3% | -38.1% | -15.3% |
| All | +125.3% | -63.1% | +188.4% | +152.0% |
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 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