+3.9%
ALLY vs FIVN
+13.9%
-9.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -0.8% |
| 7D | -1.9% | -9.6% | +7.6% | -1.1% |
| 30D | -4.5% | -11.9% | +7.4% | -3.5% |
| 3M | -2.8% | +40.1% | -42.9% | -6.1% |
| 6M | +10.3% | +68.3% | -58.0% | +3.1% |
| YTD | -5.7% | +51.5% | -57.2% | -9.5% |
| 1Y | +3.9% | +15.1% | -11.2% | +6.0% |
| All | +3.9% | +13.9% | -9.9% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling