+228.7%
HL vs FIVN
-82.2%
+310.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.4% |
| 7D | -4.4% | -7.8% | +3.5% | -3.1% |
| 30D | +9.3% | -1.7% | +11.0% | +9.4% |
| 3M | +32.0% | +47.2% | -15.2% | +22.3% |
| 6M | -6.4% | +82.7% | -89.2% | -18.4% |
| YTD | +3.1% | +52.9% | -49.8% | -7.4% |
| 1Y | +77.6% | +17.5% | +60.1% | +67.2% |
| 3Y | +392.8% | -55.8% | +448.6% | +446.9% |
| All | +228.7% | -82.2% | +310.9% | +282.7% |
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