+4.0%
LII vs FIVN
-52.8%
+56.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +1.4% |
| 7D | -0.7% | -2.3% | +1.6% | -0.5% |
| 30D | -12.6% | +12.4% | -25.0% | -14.1% |
| 3M | -24.4% | +36.0% | -60.5% | -27.7% |
| 6M | -28.7% | +86.0% | -114.7% | -35.7% |
| YTD | -19.1% | +65.9% | -85.1% | -26.0% |
| 1Y | -29.7% | +26.5% | -56.2% | -32.2% |
| All | +4.0% | -52.8% | +56.8% | +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