-64.8%
AVTR vs FIVN
-82.6%
+17.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -2.0% | -11.3% | +9.2% | +0.3% |
| 30D | +8.1% | -7.3% | +15.4% | +9.4% |
| 3M | +54.2% | +41.7% | +12.5% | +41.6% |
| 6M | +82.6% | +78.3% | +4.3% | +56.2% |
| YTD | +29.8% | +50.9% | -21.0% | +14.6% |
| 1Y | +18.0% | +19.7% | -1.7% | +9.3% |
| 3Y | -26.4% | -55.7% | +29.3% | -19.5% |
| 5Y | -64.8% | -82.6% | +17.7% | -54.8% |
| All | -64.8% | -82.6% | +17.8% | -54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling