+77.4%
LNG vs FIVN
-55.2%
+132.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | +0.1% |
| 7D | -4.7% | -7.8% | +3.2% | -4.5% |
| 30D | +3.8% | -1.7% | +5.5% | +3.9% |
| 3M | +16.2% | +47.2% | -31.0% | +14.1% |
| 6M | +11.7% | +82.7% | -71.0% | +8.0% |
| YTD | +44.2% | +52.9% | -8.7% | +40.6% |
| 1Y | +18.6% | +17.5% | +1.1% | +17.7% |
| 3Y | +77.4% | -55.8% | +133.2% | +84.5% |
| All | +77.4% | -55.2% | +132.6% | +84.5% |
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 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