-20.9%
ALHC vs FIVN
+13.9%
-34.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.4% | -3.3% |
| 7D | -4.1% | -9.6% | +5.5% | -4.5% |
| 30D | -5.4% | -11.9% | +6.5% | -5.9% |
| 3M | -32.1% | +40.1% | -72.2% | -30.0% |
| 6M | -28.5% | +68.3% | -96.8% | -26.2% |
| YTD | -34.0% | +51.5% | -85.5% | -30.4% |
| 1Y | -20.9% | +15.1% | -36.1% | -12.2% |
| All | -20.9% | +13.9% | -34.8% | -12.2% |
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