-32.9%
LII vs FIVN
+16.7%
-49.6%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.1% | +4.8% | -1.3% |
| 7D | +2.1% | -8.2% | +10.3% | +2.2% |
| 30D | -12.4% | -8.1% | -4.3% | -12.4% |
| 3M | -24.8% | +34.9% | -59.7% | -24.8% |
| 6M | -25.2% | +72.6% | -97.8% | -25.0% |
| YTD | -20.3% | +55.8% | -76.0% | -19.5% |
| 1Y | -32.9% | +17.1% | -50.1% | -32.7% |
| All | -32.9% | +16.7% | -49.6% | -32.7% |
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 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