+20.4%
LII vs FIVN
-81.1%
+101.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -17.6% | +15.7% | +0.6% |
| 7D | -0.6% | -22.6% | +22.0% | +2.9% |
| 30D | -4.6% | -16.8% | +12.2% | -2.5% |
| 3M | -21.2% | -0.9% | -20.3% | -22.2% |
| 6M | -36.4% | +28.4% | -64.8% | -40.2% |
| YTD | -28.9% | +40.2% | -69.2% | -35.5% |
| 1Y | -29.5% | +30.5% | -60.1% | -35.2% |
| 3Y | -8.6% | -56.2% | +47.7% | -0.5% |
| All | +20.4% | -81.1% | +101.6% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling