-67.3%
ALHC vs FIVN
-82.9%
+15.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.4% |
| 7D | +0.3% | -2.8% | +3.1% | +0.6% |
| 30D | -10.6% | -17.4% | +6.8% | -8.4% |
| 3M | -45.3% | -19.2% | -26.1% | -44.3% |
| 6M | -59.7% | +29.4% | -89.1% | -62.6% |
| YTD | -62.7% | +36.3% | -99.0% | -66.5% |
| 1Y | -56.1% | +33.5% | -89.6% | -60.5% |
| 3Y | +21.3% | -56.8% | +78.1% | +40.3% |
| All | -67.3% | -82.9% | +15.7% | -48.9% |
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