+1,040.6%
ALM vs FIVN
-81.8%
+1,122.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -6.1% | +15.0% | +9.1% |
| 7D | +8.4% | -8.2% | +16.6% | +8.9% |
| 30D | +34.8% | -8.1% | +43.0% | +35.3% |
| 3M | +16.2% | +34.9% | -18.7% | +13.9% |
| 6M | +2.1% | +72.6% | -70.5% | -2.3% |
| YTD | +117.0% | +55.8% | +61.3% | +108.5% |
| 1Y | +313.9% | +17.1% | +296.7% | +305.5% |
| 3Y | +2,327.9% | -54.3% | +2,382.3% | +2,404.5% |
| 5Y | +1,040.6% | -81.6% | +1,122.2% | +1,066.0% |
| All | +1,040.6% | -81.8% | +1,122.5% | +1,066.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling