+1,043.3%
TDG vs FIVN
+282.0%
+761.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.8% | +1.1% | -1.4% |
| 7D | -2.4% | -9.6% | +7.2% | -1.3% |
| 30D | -8.0% | -11.9% | +3.9% | -6.8% |
| 3M | -10.5% | +40.1% | -50.5% | -14.7% |
| 6M | -11.9% | +68.3% | -80.3% | -18.9% |
| YTD | -15.4% | +51.5% | -66.8% | -21.3% |
| 1Y | -14.2% | +15.1% | -29.3% | -17.7% |
| 3Y | +51.0% | -55.6% | +106.6% | +58.7% |
| 5Y | +126.5% | -82.4% | +208.9% | +157.4% |
| 10Y | +535.6% | +114.5% | +421.1% | +443.8% |
| All | +1,043.3% | +282.0% | +761.2% | +834.6% |
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