-14.1%
ALB vs FIVN
-56.5%
+42.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -0.7% |
| 7D | -5.8% | -2.8% | -2.9% | -5.2% |
| 30D | -4.5% | -17.4% | +12.9% | -1.3% |
| 3M | -28.1% | -19.2% | -8.9% | -25.7% |
| 6M | -53.2% | +29.4% | -82.5% | -58.0% |
| YTD | -33.3% | +36.3% | -69.6% | -43.0% |
| 1Y | -17.4% | +33.5% | -50.9% | -29.2% |
| 3Y | -14.1% | -56.8% | +42.7% | +4.7% |
| All | -14.1% | -56.5% | +42.3% | +4.7% |
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 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