+143.5%
LTH vs FIVN
-77.8%
+221.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.8% | +0.9% |
| 7D | -0.6% | -2.3% | +1.6% | -0.2% |
| 30D | -4.6% | +12.4% | -17.0% | -7.9% |
| 3M | +32.8% | +36.0% | -3.2% | +21.5% |
| 6M | +64.6% | +86.0% | -21.3% | +35.0% |
| YTD | +62.6% | +65.9% | -3.3% | +36.3% |
| 1Y | +49.9% | +26.5% | +23.4% | +35.0% |
| 3Y | +151.3% | -54.2% | +205.6% | +194.1% |
| All | +143.5% | -77.8% | +221.3% | +198.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling