+176.0%
ALLY vs FIVN
+99.4%
+76.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.9% | +1.6% | -1.6% |
| 7D | -0.7% | -22.4% | +21.8% | +3.5% |
| 30D | +1.1% | -23.8% | +24.9% | +5.5% |
| 3M | -13.2% | -19.5% | +6.3% | -10.8% |
| 6M | -13.5% | +25.6% | -39.0% | -19.1% |
| YTD | -14.3% | +38.4% | -52.7% | -22.9% |
| 1Y | -1.1% | +33.7% | -34.8% | -10.6% |
| 3Y | +62.0% | -56.2% | +118.2% | +74.1% |
| 5Y | -9.6% | -82.9% | +73.3% | +4.8% |
| 10Y | +176.0% | +103.6% | +72.4% | +145.5% |
| All | +176.0% | +99.4% | +76.6% | +145.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling