+162.0%
LTH vs FIVN
-55.5%
+217.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.4% | -0.9% |
| 7D | +1.5% | -8.2% | +9.8% | +2.8% |
| 30D | -3.1% | -8.1% | +5.1% | -2.1% |
| 3M | +28.1% | +34.9% | -6.8% | +21.1% |
| 6M | +67.4% | +72.6% | -5.2% | +48.3% |
| YTD | +59.8% | +55.8% | +4.0% | +43.6% |
| 1Y | +45.6% | +17.1% | +28.5% | +38.9% |
| 3Y | +162.0% | -54.3% | +216.3% | +198.5% |
| All | +162.0% | -55.5% | +217.5% | +198.5% |
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