+417.3%
LIN vs FIVN
+109.8%
+307.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.7% | -1.7% | +0.7% |
| 7D | +0.1% | -19.3% | +19.4% | +1.9% |
| 30D | +7.6% | -20.7% | +28.3% | +9.6% |
| 3M | +6.5% | -15.1% | +21.6% | +7.4% |
| 6M | +6.2% | +30.6% | -24.4% | +1.9% |
| YTD | +23.2% | +44.0% | -20.8% | +15.8% |
| 1Y | +25.4% | +45.5% | -20.1% | +17.5% |
| 3Y | +38.3% | -52.8% | +91.1% | +42.7% |
| 5Y | +64.4% | -82.6% | +147.1% | +84.0% |
| 10Y | +417.3% | +109.4% | +308.0% | +354.3% |
| All | +417.3% | +109.8% | +307.5% | +354.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling