+2,776.7%
ALM vs FIVN
+115.6%
+2,661.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.4% | -9.2% | -9.6% |
| 7D | -7.1% | -11.3% | +4.2% | -6.7% |
| 30D | +24.7% | -7.3% | +32.0% | +24.9% |
| 3M | +8.3% | +41.7% | -33.4% | +6.7% |
| 6M | -22.2% | +78.3% | -100.4% | -24.4% |
| YTD | +88.1% | +50.9% | +37.2% | +83.6% |
| 1Y | +272.4% | +19.7% | +252.7% | +266.7% |
| 3Y | +2,004.1% | -55.7% | +2,059.9% | +2,034.5% |
| 5Y | +915.8% | -82.6% | +998.4% | +938.3% |
| All | +2,776.7% | +115.6% | +2,661.1% | +2,021.5% |
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