+46.9%
ALLE vs FIVN
-53.5%
+100.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +1.2% |
| 7D | -0.2% | -2.3% | +2.1% | 0.0% |
| 30D | -6.8% | +12.4% | -19.2% | -7.9% |
| 3M | +21.0% | +36.0% | -15.0% | +17.3% |
| 6M | +1.1% | +86.0% | -84.9% | -5.9% |
| YTD | -0.5% | +65.9% | -66.5% | -6.4% |
| 1Y | -7.3% | +26.5% | -33.8% | -9.4% |
| All | +46.9% | -53.5% | +100.4% | +60.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling