+167.2%
LII vs FIVN
+103.9%
+63.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.1% | +4.8% | -0.6% |
| 7D | +2.1% | -8.2% | +10.3% | +3.2% |
| 30D | -12.4% | -8.1% | -4.3% | -11.6% |
| 3M | -24.8% | +34.9% | -59.7% | -28.2% |
| 6M | -25.2% | +72.6% | -97.8% | -31.9% |
| YTD | -20.3% | +55.8% | -76.0% | -26.7% |
| 1Y | -32.9% | +17.1% | -50.1% | -36.0% |
| 3Y | +2.0% | -54.3% | +56.4% | +7.7% |
| 5Y | +24.4% | -81.6% | +106.0% | +39.4% |
| 10Y | +167.2% | +109.2% | +58.0% | +127.0% |
| All | +167.2% | +103.9% | +63.4% | +127.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling