-26.9%
LEN vs FIVN
-55.7%
+28.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.2% | +0.8% |
| 7D | -3.4% | -9.6% | +6.2% | -2.3% |
| 30D | -5.7% | -11.9% | +6.3% | -4.5% |
| 3M | -12.2% | +40.1% | -52.3% | -15.7% |
| 6M | -18.3% | +68.3% | -86.6% | -24.1% |
| YTD | -20.2% | +51.5% | -71.7% | -25.1% |
| 1Y | -40.1% | +15.1% | -55.2% | -41.3% |
| All | -26.9% | -55.7% | +28.8% | -18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling