+146.1%
LITE vs FIVN
+33.4%
+112.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.6% |
| 7D | +22.6% | -17.4% | +40.0% | +22.3% |
| 30D | -36.8% | -20.4% | -16.4% | -36.8% |
| 3M | -33.0% | -9.6% | -23.4% | -32.4% |
| 6M | -37.1% | +34.7% | -71.7% | -35.2% |
| YTD | +69.5% | +40.6% | +28.9% | +80.3% |
| 1Y | +146.1% | +34.3% | +111.8% | +167.6% |
| All | +146.1% | +33.4% | +112.7% | +167.6% |
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