+13.8%
AVTR vs FIVN
+20.3%
-6.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.8% | -0.6% |
| 7D | -1.1% | -7.8% | +6.8% | -0.1% |
| 30D | +6.3% | -1.7% | +8.0% | +6.4% |
| 3M | +53.3% | +47.2% | +6.1% | +44.8% |
| 6M | +78.6% | +82.7% | -4.1% | +59.9% |
| YTD | +29.2% | +52.9% | -23.7% | +18.7% |
| 1Y | +13.8% | +17.5% | -3.6% | +4.2% |
| All | +13.8% | +20.3% | -6.5% | +4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling