+33.9%
ALNY vs FIVN
-82.2%
+116.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.3% |
| 7D | -6.5% | -7.8% | +1.3% | -5.5% |
| 30D | +11.0% | -1.7% | +12.8% | +11.2% |
| 3M | -14.1% | +47.2% | -61.3% | -19.6% |
| 6M | -22.4% | +82.7% | -105.1% | -31.0% |
| YTD | -37.5% | +52.9% | -90.4% | -43.0% |
| 1Y | -46.9% | +17.5% | -64.4% | -49.4% |
| 3Y | +22.1% | -55.8% | +77.9% | +36.3% |
| All | +33.9% | -82.2% | +116.0% | +69.2% |
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 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