+1,549.9%
LLY vs FIVN
+118.5%
+1,431.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.0% | -0.8% |
| 7D | -2.9% | -7.8% | +4.9% | -2.3% |
| 30D | -8.4% | -1.7% | -6.7% | -8.4% |
| 3M | -3.8% | +47.2% | -51.0% | -7.1% |
| 6M | +11.9% | +82.7% | -70.8% | +5.6% |
| YTD | +4.3% | +52.9% | -48.6% | -0.5% |
| 1Y | +48.5% | +17.5% | +31.0% | +44.3% |
| 3Y | +91.2% | -55.8% | +147.1% | +96.5% |
| 5Y | +387.5% | -82.3% | +469.8% | +437.5% |
| All | +1,549.9% | +118.5% | +1,431.3% | +1,301.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling