+125.4%
TD vs FIVN
-82.6%
+208.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -2.6% | -11.3% | +8.7% | -1.7% |
| 30D | -1.0% | -7.3% | +6.3% | -0.6% |
| 3M | +5.6% | +41.7% | -36.1% | +2.4% |
| 6M | +27.1% | +78.3% | -51.2% | +19.9% |
| YTD | +29.4% | +50.9% | -21.5% | +23.5% |
| 1Y | +60.7% | +19.7% | +41.0% | +56.2% |
| 3Y | +127.6% | -55.7% | +183.4% | +138.3% |
| 5Y | +125.4% | -82.6% | +208.0% | +142.0% |
| All | +125.4% | -82.6% | +208.0% | +142.0% |
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