-29.5%
LEN vs FIVN
+29.8%
-59.3%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.2% |
| 7D | -5.8% | -2.8% | -2.9% | -5.6% |
| 30D | +13.7% | -17.4% | +31.1% | +15.0% |
| 3M | -3.9% | -19.2% | +15.3% | -2.7% |
| 6M | -0.4% | +29.4% | -29.7% | +0.7% |
| YTD | -16.8% | +36.3% | -53.1% | -13.9% |
| 1Y | -29.5% | +33.5% | -63.0% | -26.5% |
| All | -29.5% | +29.8% | -59.3% | -26.5% |
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