-25.1%
ALHC vs FIVN
-81.8%
+56.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.1% | +5.5% | +0.4% |
| 7D | -1.0% | -8.2% | +7.3% | +0.4% |
| 30D | -6.3% | -8.1% | +1.8% | -5.3% |
| 3M | -12.3% | +34.9% | -47.2% | -17.6% |
| 6M | -27.0% | +72.6% | -99.6% | -36.6% |
| YTD | -31.8% | +55.8% | -87.6% | -39.8% |
| 1Y | -17.0% | +17.1% | -34.2% | -21.9% |
| 3Y | +159.8% | -54.3% | +214.2% | +206.0% |
| 5Y | -25.1% | -81.6% | +56.4% | +22.6% |
| All | -25.1% | -81.8% | +56.7% | +22.6% |
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