+124.7%
LITE vs FIVN
+23.8%
+100.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -17.6% | +23.3% | +5.6% |
| 7D | -35.9% | -22.6% | -13.3% | -35.9% |
| 30D | -51.5% | -16.8% | -34.8% | -51.3% |
| 3M | -35.7% | -0.9% | -34.9% | -35.2% |
| 6M | -43.0% | +28.4% | -71.4% | -41.6% |
| YTD | +46.1% | +40.2% | +5.9% | +54.6% |
| 1Y | +124.7% | +30.5% | +94.2% | +146.0% |
| All | +124.7% | +23.8% | +100.9% | +146.0% |
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