+361.5%
LLY vs FIVN
-81.8%
+443.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.1% | +3.9% | -2.0% |
| 7D | -3.1% | -8.2% | +5.1% | -2.8% |
| 30D | -5.1% | -8.1% | +3.0% | -4.8% |
| 3M | -2.1% | +34.9% | -37.0% | -3.5% |
| 6M | +13.8% | +72.6% | -58.8% | +10.9% |
| YTD | +5.1% | +55.8% | -50.7% | +2.5% |
| 1Y | +53.1% | +17.1% | +36.0% | +50.6% |
| 3Y | +95.6% | -54.3% | +149.9% | +93.0% |
| 5Y | +361.5% | -81.6% | +443.1% | +358.8% |
| All | +361.5% | -81.8% | +443.3% | +358.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling