+293.0%
LH vs FIVN
+292.8%
+0.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.1% | +5.5% | 0.0% |
| 7D | -0.8% | -8.2% | +7.4% | +0.1% |
| 30D | +2.0% | -8.1% | +10.1% | +2.8% |
| 3M | +24.3% | +34.9% | -10.6% | +19.4% |
| 6M | +21.1% | +72.6% | -51.6% | +12.0% |
| YTD | +30.4% | +55.8% | -25.3% | +21.6% |
| 1Y | +18.4% | +17.1% | +1.2% | +13.7% |
| 3Y | +65.5% | -54.3% | +119.8% | +72.8% |
| 5Y | +29.9% | -81.6% | +111.4% | +45.5% |
| 10Y | +186.6% | +109.2% | +77.5% | +157.8% |
| All | +293.0% | +292.8% | +0.1% | +243.7% |
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