+123.2%
TD vs FIVN
-55.8%
+179.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -2.6% | -11.3% | +8.7% | -2.0% |
| 30D | -1.0% | -7.3% | +6.3% | -0.7% |
| 3M | +5.6% | +41.7% | -36.1% | +3.4% |
| 6M | +27.1% | +78.3% | -51.2% | +21.7% |
| YTD | +29.4% | +50.9% | -21.5% | +25.1% |
| 1Y | +60.7% | +19.7% | +41.0% | +57.8% |
| All | +123.2% | -55.8% | +179.0% | +131.3% |
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