-27.8%
LII vs FIVN
+42.1%
-69.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.7% | -0.5% | +2.1% |
| 7D | -1.2% | -19.3% | +18.1% | -0.9% |
| 30D | -2.0% | -20.7% | +18.7% | -1.7% |
| 3M | -20.2% | -15.1% | -5.2% | -20.1% |
| 6M | -32.5% | +30.6% | -63.2% | -31.9% |
| YTD | -27.4% | +44.0% | -71.4% | -25.0% |
| All | -27.8% | +42.1% | -69.9% | -24.8% |
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