+314.4%
TD vs FIVN
+292.8%
+21.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.1% | +5.2% | -0.5% |
| 7D | +0.9% | -8.2% | +9.1% | +1.4% |
| 30D | -0.7% | -8.1% | +7.5% | -0.2% |
| 3M | +6.3% | +34.9% | -28.6% | +3.7% |
| 6M | +27.9% | +72.6% | -44.7% | +21.8% |
| YTD | +29.8% | +55.8% | -25.9% | +24.2% |
| 1Y | +63.7% | +17.1% | +46.5% | +59.6% |
| 3Y | +128.3% | -54.3% | +182.6% | +134.7% |
| 5Y | +125.5% | -81.6% | +207.1% | +140.5% |
| 10Y | +296.7% | +109.2% | +187.5% | +252.9% |
| All | +314.4% | +292.8% | +21.6% | +252.7% |
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