+398.6%
LIN vs FIVN
+253.7%
+144.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.7% |
| 6M | +3.3% | +28.4% | -25.1% | -0.3% |
| YTD | +22.0% | +40.2% | -18.2% | +15.7% |
| 1Y | +25.7% | +30.5% | -4.8% | +19.9% |
| 3Y | +36.2% | -56.2% | +92.5% | +40.8% |
| 5Y | +66.1% | -81.0% | +147.1% | +80.3% |
| 10Y | +431.0% | +105.3% | +325.7% | +374.9% |
| All | +398.6% | +253.7% | +144.9% | +329.8% |
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