+148.6%
TE vs FIVN
+27.5%
+121.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.8% | +1.5% |
| 7D | -4.0% | -2.3% | -1.7% | -3.8% |
| 30D | -15.9% | +12.4% | -28.3% | -16.6% |
| 3M | -60.5% | +36.0% | -96.6% | -60.5% |
| 6M | -35.2% | +86.0% | -121.2% | -39.5% |
| YTD | -31.1% | +65.9% | -97.1% | -34.4% |
| 1Y | +148.6% | +26.5% | +122.1% | +193.4% |
| All | +148.6% | +27.5% | +121.2% | +193.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling