+5,083.9%
LITE vs FIVN
+501.6%
+4,582.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.4% | +6.4% | +4.6% |
| 7D | -1.5% | -2.3% | +0.8% | -1.0% |
| 30D | +6.7% | +12.4% | -5.7% | +2.3% |
| 3M | -6.8% | +36.0% | -42.8% | -16.1% |
| 6M | +29.4% | +86.0% | -56.5% | +4.5% |
| YTD | +139.1% | +65.9% | +73.2% | +96.0% |
| 1Y | +521.0% | +26.5% | +494.5% | +447.5% |
| 3Y | +1,535.3% | -54.2% | +1,589.5% | +1,737.3% |
| 5Y | +889.8% | -80.5% | +970.3% | +1,205.6% |
| 10Y | +2,400.7% | +109.6% | +2,291.1% | +1,651.5% |
| All | +5,083.9% | +501.6% | +4,582.2% | +3,180.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling