+139.5%
LLY vs FIVN
-55.3%
+194.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.8% | +0.3% |
| 7D | +1.4% | -22.8% | +24.1% | +2.6% |
| 30D | +21.5% | -21.3% | +42.8% | +22.8% |
| 3M | +18.5% | -14.0% | +32.4% | +18.9% |
| 6M | +49.1% | +31.1% | +18.0% | +45.5% |
| YTD | +34.4% | +40.0% | -5.6% | +30.0% |
| 1Y | +46.3% | +38.1% | +8.2% | +41.5% |
| All | +139.5% | -55.3% | +194.7% | +120.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling