-63.4%
ALB vs FIVN
-82.9%
+19.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -0.6% |
| 7D | -5.8% | -2.8% | -2.9% | -5.1% |
| 30D | -4.5% | -17.4% | +12.9% | -0.8% |
| 3M | -28.1% | -19.2% | -8.9% | -25.4% |
| 6M | -53.2% | +29.4% | -82.5% | -58.4% |
| YTD | -33.3% | +36.3% | -69.6% | -43.7% |
| 1Y | -17.4% | +33.5% | -50.9% | -30.2% |
| 3Y | -14.1% | -56.8% | +42.7% | -1.3% |
| All | -63.4% | -82.9% | +19.6% | -47.5% |
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