+347.2%
LII vs FIVN
+249.1%
+98.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.4% | 0.0% |
| 7D | +0.4% | -22.4% | +22.8% | +3.1% |
| 30D | -2.4% | -23.8% | +21.4% | +0.2% |
| 3M | -17.5% | -19.5% | +2.0% | -16.1% |
| 6M | -32.8% | +25.6% | -58.4% | -35.5% |
| YTD | -27.7% | +38.4% | -66.1% | -32.4% |
| 1Y | -28.1% | +33.7% | -61.7% | -32.5% |
| 3Y | -9.7% | -56.2% | +46.5% | -5.6% |
| 5Y | +19.5% | -82.9% | +102.4% | +32.2% |
| 10Y | +170.6% | +103.6% | +67.0% | +142.3% |
| All | +347.2% | +249.1% | +98.1% | +283.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling