+139.3%
LTH vs FIVN
-79.1%
+218.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.4% | -0.4% |
| 7D | +1.5% | -8.2% | +9.8% | +3.5% |
| 30D | -3.1% | -8.1% | +5.1% | -1.6% |
| 3M | +28.1% | +34.9% | -6.8% | +17.3% |
| 6M | +67.4% | +72.6% | -5.2% | +39.6% |
| YTD | +59.8% | +55.8% | +4.0% | +35.9% |
| 1Y | +45.6% | +17.1% | +28.5% | +33.5% |
| 3Y | +162.0% | -54.3% | +216.3% | +204.5% |
| All | +139.3% | -79.1% | +218.4% | +197.7% |
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 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