+596.8%
HL vs FIVN
+292.8%
+303.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.1% | +5.1% | -0.2% |
| 7D | +7.1% | -8.2% | +15.3% | +8.4% |
| 30D | +21.4% | -8.1% | +29.6% | +22.7% |
| 3M | +37.4% | +34.9% | +2.5% | +30.3% |
| 6M | +0.4% | +72.6% | -72.2% | -9.7% |
| YTD | +6.7% | +55.8% | -49.1% | -3.0% |
| 1Y | +102.4% | +17.1% | +85.2% | +91.6% |
| 3Y | +417.4% | -54.3% | +471.7% | +451.7% |
| 5Y | +243.3% | -81.6% | +324.9% | +298.3% |
| 10Y | +242.6% | +109.2% | +133.4% | +201.6% |
| All | +596.8% | +292.8% | +303.9% | +409.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling