+1,587.5%
LITE vs FIVN
+99.4%
+1,488.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.9% | +2.1% | -0.7% |
| 7D | -13.9% | -22.4% | +8.5% | -8.2% |
| 30D | -46.9% | -23.8% | -23.2% | -43.1% |
| 3M | -28.0% | -19.5% | -8.5% | -25.2% |
| 6M | -35.2% | +25.6% | -60.8% | -42.3% |
| YTD | +58.9% | +38.4% | +20.5% | +32.1% |
| 1Y | +125.3% | +33.7% | +91.6% | +89.1% |
| 3Y | +1,344.4% | -56.2% | +1,400.6% | +1,545.1% |
| 5Y | +541.2% | -82.9% | +624.1% | +816.2% |
| 10Y | +1,587.5% | +103.6% | +1,483.9% | +698.7% |
| All | +1,587.5% | +99.4% | +1,488.2% | +698.7% |
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