-52.4%
ALHC vs FIVN
+55.4%
-107.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +1.6% | +8.5% | +10.3% |
| 7D | -0.5% | -3.4% | +2.9% | -0.8% |
| 30D | -4.2% | +5.8% | -10.0% | -3.6% |
| 3M | -39.8% | +22.0% | -61.8% | -38.8% |
| 6M | -57.7% | +55.7% | -113.5% | -55.7% |
| YTD | -58.8% | +81.3% | -140.1% | -54.8% |
| 1Y | -52.4% | +58.0% | -110.3% | -45.5% |
| All | -52.4% | +55.4% | -107.8% | -45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling