+65.9%
LIN vs FIVN
-82.6%
+148.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | +0.2% | -17.4% | +17.7% | +1.7% |
| 30D | +6.2% | -20.4% | +26.6% | +7.9% |
| 3M | +9.3% | -9.6% | +19.0% | +9.5% |
| 6M | +4.4% | +34.7% | -30.3% | +0.1% |
| YTD | +23.7% | +40.6% | -16.9% | +16.9% |
| 1Y | +23.5% | +34.3% | -10.8% | +17.1% |
| 3Y | +35.8% | -55.5% | +91.3% | +41.9% |
| 5Y | +65.9% | -82.5% | +148.3% | +84.1% |
| All | +65.9% | -82.6% | +148.5% | +84.1% |
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