+57.3%
LLY vs FIVN
+55.4%
+1.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.5% |
| 7D | +10.1% | -3.4% | +13.5% | +10.2% |
| 30D | +24.0% | +5.8% | +18.3% | +23.6% |
| 3M | +27.3% | +22.0% | +5.3% | +25.6% |
| 6M | +47.0% | +55.7% | -8.8% | +41.7% |
| YTD | +32.6% | +81.3% | -48.7% | +25.9% |
| 1Y | +57.3% | +58.0% | -0.6% | +52.0% |
| All | +57.3% | +55.4% | +1.9% | +52.0% |
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