+930.3%
ATI vs FIVN
+86.2%
+844.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.1% | -0.6% | -3.4% |
| 7D | +4.2% | -2.8% | +7.0% | +4.5% |
| 30D | -2.5% | -17.4% | +14.9% | -0.9% |
| 3M | -19.4% | -19.2% | -0.3% | -18.2% |
| 6M | +11.1% | +29.4% | -18.3% | +5.4% |
| YTD | +59.5% | +36.3% | +23.3% | +48.0% |
| 1Y | +85.8% | +33.5% | +52.3% | +72.6% |
| 3Y | +311.9% | -56.8% | +368.7% | +328.4% |
| 5Y | +963.2% | -83.0% | +1,046.2% | +1,061.3% |
| All | +930.3% | +86.2% | +844.1% | +706.5% |
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