+63.3%
LIN vs FIVN
-81.1%
+144.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -17.6% | +16.5% | +0.3% |
| 7D | +0.2% | -22.6% | +22.8% | +2.2% |
| 30D | +6.5% | -16.8% | +23.2% | +7.8% |
| 3M | +5.5% | -0.9% | +6.4% | +4.6% |
| 6M | +3.3% | +28.4% | -25.1% | -0.4% |
| YTD | +22.0% | +40.2% | -18.2% | +15.4% |
| 1Y | +25.7% | +30.5% | -4.8% | +19.7% |
| 3Y | +36.2% | -56.2% | +92.5% | +42.5% |
| All | +63.3% | -81.1% | +144.5% | +79.5% |
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