+579.1%
AU vs FIVN
-55.2%
+634.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.4% |
| 7D | -4.3% | -7.8% | +3.6% | -3.8% |
| 30D | +7.3% | -1.7% | +9.0% | +7.4% |
| 3M | +26.3% | +47.2% | -20.9% | +24.0% |
| 6M | +1.8% | +82.7% | -81.0% | -1.9% |
| YTD | +26.8% | +52.9% | -26.1% | +23.3% |
| 1Y | +66.7% | +17.5% | +49.2% | +64.9% |
| 3Y | +579.1% | -55.8% | +634.9% | +626.6% |
| All | +579.1% | -55.2% | +634.3% | +626.6% |
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