+593.6%
LITE vs FIVN
-82.4%
+676.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.7% |
| 7D | +22.6% | -17.4% | +40.0% | +27.2% |
| 30D | -36.8% | -20.4% | -16.4% | -33.6% |
| 3M | -33.0% | -9.6% | -23.4% | -32.5% |
| 6M | -37.1% | +34.7% | -71.7% | -44.0% |
| YTD | +69.5% | +40.6% | +28.9% | +44.2% |
| 1Y | +146.1% | +34.3% | +111.8% | +112.1% |
| 3Y | +1,440.8% | -55.5% | +1,496.3% | +1,616.5% |
| All | +593.6% | -82.4% | +676.0% | +796.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling