+80.2%
ALB vs FIVN
+115.6%
-35.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.9% |
| 7D | -7.6% | -11.3% | +3.7% | -5.2% |
| 30D | -5.6% | -7.3% | +1.7% | -4.3% |
| 3M | -16.8% | +41.7% | -58.5% | -24.2% |
| 6M | -26.3% | +78.3% | -104.6% | -37.8% |
| YTD | -13.2% | +50.9% | -64.1% | -24.6% |
| 1Y | +68.8% | +19.7% | +49.1% | +54.6% |
| 3Y | -30.7% | -55.7% | +25.1% | -23.3% |
| 5Y | -46.3% | -82.6% | +36.3% | -33.4% |
| All | +80.2% | +115.6% | -35.4% | +52.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling