-9.1%
ALLE vs FIVN
+16.7%
-25.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.5% | -0.7% |
| 7D | +2.8% | -8.2% | +11.0% | +2.7% |
| 30D | -7.6% | -8.1% | +0.5% | -7.7% |
| 3M | +22.8% | +34.9% | -12.1% | +23.2% |
| 6M | +4.6% | +72.6% | -68.0% | +5.8% |
| YTD | -1.2% | +55.8% | -57.0% | -0.2% |
| 1Y | -9.1% | +17.1% | -26.3% | -6.3% |
| All | -9.1% | +16.7% | -25.8% | -6.3% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling