+41.0%
TDY vs FIVN
-82.2%
+123.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.1% | +1.1% |
| 7D | -1.1% | -7.8% | +6.7% | -0.2% |
| 30D | -12.0% | -1.7% | -10.3% | -12.0% |
| 3M | -3.2% | +47.2% | -50.4% | -8.4% |
| 6M | -7.9% | +82.7% | -90.6% | -16.4% |
| YTD | +18.2% | +52.9% | -34.7% | +9.3% |
| 1Y | +6.7% | +17.5% | -10.8% | +2.3% |
| 3Y | +47.5% | -55.8% | +103.4% | +58.5% |
| All | +41.0% | -82.2% | +123.2% | +63.4% |
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