-7.0%
TAP vs FIVN
+318.5%
-325.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.3% | -0.1% |
| 7D | -2.3% | -2.3% | 0.0% | -2.2% |
| 30D | -2.1% | +12.4% | -14.5% | -2.6% |
| 3M | +6.6% | +36.0% | -29.4% | +5.3% |
| 6M | -11.5% | +86.0% | -97.5% | -13.6% |
| YTD | -10.3% | +65.9% | -76.2% | -12.2% |
| 1Y | -14.4% | +26.5% | -40.9% | -15.6% |
| 3Y | -28.3% | -54.2% | +25.9% | -27.9% |
| 5Y | +1.7% | -80.5% | +82.2% | +3.1% |
| 10Y | -49.2% | +109.6% | -158.9% | -56.3% |
| All | -7.0% | +318.5% | -325.5% | -26.5% |
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 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