+232.7%
LITE vs FIVN
+55.4%
+177.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.6% | -9.5% | -7.8% |
| 7D | -31.4% | -3.4% | -28.0% | -31.5% |
| 30D | -42.6% | +5.8% | -48.3% | -42.4% |
| 3M | -26.2% | +22.0% | -48.2% | -25.6% |
| 6M | -35.8% | +55.7% | -91.5% | -33.7% |
| YTD | +70.0% | +81.3% | -11.3% | +80.9% |
| 1Y | +232.7% | +58.0% | +174.8% | +273.5% |
| All | +232.7% | +55.4% | +177.3% | +273.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling