-8.5%
TAP vs FIVN
+263.1%
-271.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.9% | -1.3% |
| 7D | -7.8% | -19.3% | +11.5% | -7.1% |
| 30D | +7.1% | -20.7% | +27.8% | +7.9% |
| 3M | -7.0% | -15.1% | +8.0% | -6.7% |
| 6M | -3.8% | +30.6% | -34.4% | -5.0% |
| YTD | -11.7% | +44.0% | -55.7% | -13.3% |
| 1Y | -10.1% | +45.5% | -55.6% | -11.8% |
| 3Y | -23.7% | -52.8% | +29.1% | -23.2% |
| 5Y | +2.9% | -82.6% | +85.5% | +4.7% |
| 10Y | -49.5% | +109.4% | -158.8% | -56.8% |
| All | -8.5% | +263.1% | -271.6% | -27.4% |
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