+49.9%
LTH vs FIVN
+27.5%
+22.5%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.8% | +0.4% |
| 7D | -0.6% | -2.3% | +1.6% | -0.6% |
| 30D | -4.6% | +12.4% | -17.0% | -5.3% |
| 3M | +32.8% | +36.0% | -3.2% | +30.2% |
| 6M | +64.6% | +86.0% | -21.3% | +55.3% |
| YTD | +62.6% | +65.9% | -3.3% | +54.4% |
| 1Y | +49.9% | +26.5% | +23.4% | +51.6% |
| All | +49.9% | +27.5% | +22.5% | +51.6% |
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