-32.0%
TAP vs FIVN
-55.5%
+23.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.1% | +2.0% | -3.7% |
| 7D | -2.3% | -8.2% | +5.9% | -1.7% |
| 30D | -9.4% | -8.1% | -1.3% | -8.9% |
| 3M | -0.8% | +34.9% | -35.7% | -3.2% |
| 6M | -14.7% | +72.6% | -87.4% | -18.6% |
| YTD | -13.9% | +55.8% | -69.7% | -17.4% |
| 1Y | -18.6% | +17.1% | -35.8% | -19.8% |
| 3Y | -32.0% | -54.3% | +22.3% | -28.9% |
| All | -32.0% | -55.5% | +23.5% | -28.9% |
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