+133.9%
HL vs FIVN
+27.5%
+106.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.4% |
| 7D | +1.5% | -2.3% | +3.8% | +1.6% |
| 30D | +25.1% | +12.4% | +12.7% | +24.0% |
| 3M | +22.9% | +36.0% | -13.1% | +21.1% |
| 6M | -4.9% | +86.0% | -90.9% | -7.8% |
| YTD | +7.8% | +65.9% | -58.1% | +5.3% |
| 1Y | +133.9% | +26.5% | +107.4% | +119.0% |
| All | +133.9% | +27.5% | +106.4% | +119.0% |
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