+50.7%
LLY vs FIVN
+13.9%
+36.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.2% |
| 7D | -3.1% | -9.6% | +6.5% | -2.6% |
| 30D | -8.6% | -11.9% | +3.3% | -8.1% |
| 3M | -1.6% | +40.1% | -41.7% | -3.8% |
| 6M | +11.8% | +68.3% | -56.5% | +8.6% |
| YTD | +5.1% | +51.5% | -46.4% | +1.4% |
| 1Y | +50.7% | +15.1% | +35.6% | +42.5% |
| All | +50.7% | +13.9% | +36.8% | +42.5% |
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