+1,090.2%
ATI vs FIVN
+118.5%
+971.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.3% |
| 7D | -5.6% | -7.8% | +2.2% | -4.7% |
| 30D | -13.7% | -1.7% | -12.0% | -13.7% |
| 3M | -0.4% | +47.2% | -47.6% | -6.0% |
| 6M | +26.2% | +82.7% | -56.5% | +14.1% |
| YTD | +73.2% | +52.9% | +20.3% | +59.6% |
| 1Y | +161.6% | +17.5% | +144.1% | +149.6% |
| 3Y | +346.2% | -55.8% | +402.0% | +366.8% |
| 5Y | +1,047.6% | -82.3% | +1,130.0% | +1,161.7% |
| All | +1,090.2% | +118.5% | +971.7% | +759.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling