+81.0%
LTH vs FIVN
+55.4%
+25.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +6.3% |
| 7D | +9.9% | -3.4% | +13.3% | +9.9% |
| 30D | +18.3% | +5.8% | +12.5% | +18.2% |
| 3M | +5.9% | +22.0% | -16.1% | +5.0% |
| 6M | +80.3% | +55.7% | +24.6% | +76.4% |
| YTD | +78.3% | +81.3% | -3.0% | +69.5% |
| 1Y | +81.0% | +58.0% | +23.0% | +74.7% |
| All | +81.0% | +55.4% | +25.6% | +74.7% |
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