+5.2%
AVTR vs FIVN
-37.9%
+43.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.1% | +8.0% | +3.3% |
| 7D | +7.4% | -8.2% | +15.6% | +9.5% |
| 30D | +12.2% | -8.1% | +20.3% | +14.0% |
| 3M | +57.4% | +34.9% | +22.5% | +44.2% |
| 6M | +86.7% | +72.6% | +14.0% | +57.4% |
| YTD | +33.1% | +55.8% | -22.7% | +14.3% |
| 1Y | +16.1% | +17.1% | -1.0% | +6.8% |
| 3Y | -24.6% | -54.3% | +29.7% | -16.4% |
| 5Y | -63.5% | -81.6% | +18.1% | -51.2% |
| All | +5.2% | -37.9% | +43.0% | -9.7% |
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