+47.5%
TDY vs FIVN
-55.2%
+102.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.1% | +1.1% |
| 7D | -1.1% | -7.8% | +6.7% | -0.5% |
| 30D | -12.0% | -1.7% | -10.3% | -12.0% |
| 3M | -3.2% | +47.2% | -50.4% | -7.1% |
| 6M | -7.9% | +82.7% | -90.6% | -14.7% |
| YTD | +18.2% | +52.9% | -34.7% | +11.4% |
| 1Y | +6.7% | +17.5% | -10.8% | +4.3% |
| 3Y | +47.5% | -55.8% | +103.4% | +58.7% |
| All | +47.5% | -55.2% | +102.8% | +58.7% |
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 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