-53.1%
TE vs FIVN
-57.1%
+4.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.2% |
| 7D | +0.2% | -7.8% | +8.1% | +2.7% |
| 30D | -5.9% | -1.7% | -4.2% | -5.8% |
| 3M | -45.6% | +47.2% | -92.8% | -53.9% |
| 6M | -43.4% | +82.7% | -126.1% | -57.2% |
| YTD | -31.0% | +52.9% | -83.9% | -45.5% |
| 1Y | +145.2% | +17.5% | +127.7% | +114.4% |
| 3Y | -24.1% | -55.8% | +31.8% | -8.3% |
| 5Y | -48.1% | -82.3% | +34.2% | -28.3% |
| All | -53.1% | -57.1% | +4.0% | -34.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling