+363.6%
ATI vs FIVN
-55.7%
+419.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | 0.0% |
| 7D | +2.4% | -9.6% | +12.0% | +3.8% |
| 30D | -9.5% | -11.9% | +2.4% | -8.1% |
| 3M | +10.4% | +40.1% | -29.7% | +3.5% |
| 6M | +31.8% | +68.3% | -36.5% | +17.1% |
| YTD | +80.0% | +51.5% | +28.5% | +62.4% |
| 1Y | +175.8% | +15.1% | +160.7% | +166.2% |
| All | +363.6% | -55.7% | +419.3% | +391.0% |
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