+2.9%
TAP vs FIVN
-81.9%
+84.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.9% | -1.3% |
| 7D | -7.8% | -19.3% | +11.5% | -6.8% |
| 30D | +7.1% | -20.7% | +27.8% | +8.3% |
| 3M | -7.0% | -15.1% | +8.0% | -6.5% |
| 6M | -3.8% | +30.6% | -34.4% | -5.4% |
| YTD | -11.7% | +44.0% | -55.7% | -13.9% |
| 1Y | -10.1% | +45.5% | -55.6% | -12.5% |
| 3Y | -23.7% | -52.8% | +29.1% | -22.9% |
| 5Y | +2.9% | -82.6% | +85.5% | -2.6% |
| All | +2.9% | -81.9% | +84.8% | -2.6% |
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 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