+475.7%
ATI vs FIVN
+318.5%
+157.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +3.3% |
| 7D | -0.1% | -2.3% | +2.2% | +0.2% |
| 30D | +2.7% | +12.4% | -9.7% | +0.8% |
| 3M | +16.3% | +36.0% | -19.7% | +10.9% |
| 6M | +30.2% | +86.0% | -55.8% | +17.7% |
| YTD | +83.6% | +65.9% | +17.6% | +67.5% |
| 1Y | +173.0% | +26.5% | +146.5% | +157.9% |
| 3Y | +356.6% | -54.2% | +410.9% | +376.5% |
| 5Y | +1,074.2% | -80.5% | +1,154.6% | +1,192.4% |
| 10Y | +1,136.2% | +109.6% | +1,026.6% | +814.4% |
| All | +475.7% | +318.5% | +157.2% | +266.5% |
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 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