+361.0%
LIN vs FIVN
+115.6%
+245.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.7% |
| 7D | -2.1% | -2.3% | +0.2% | -1.9% |
| 30D | -2.4% | +12.4% | -14.8% | -3.8% |
| 3M | -5.6% | +36.0% | -41.6% | -9.0% |
| 6M | -3.4% | +86.0% | -89.4% | -10.7% |
| YTD | +13.1% | +65.9% | -52.8% | +5.4% |
| 1Y | +2.5% | +26.5% | -24.0% | -1.9% |
| 3Y | +27.6% | -54.2% | +81.8% | +33.3% |
| 5Y | +63.0% | -80.5% | +143.5% | +81.4% |
| All | +361.0% | +115.6% | +245.4% | +297.3% |
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