-24.1%
TE vs FIVN
-55.2%
+31.2%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.2% |
| 7D | +0.2% | -7.8% | +8.1% | +3.0% |
| 30D | -5.9% | -1.7% | -4.2% | -5.9% |
| 3M | -45.6% | +47.2% | -92.8% | -55.2% |
| 6M | -43.4% | +82.7% | -126.1% | -60.1% |
| YTD | -31.0% | +52.9% | -83.9% | -48.5% |
| 1Y | +145.2% | +17.5% | +127.7% | +114.7% |
| 3Y | -24.1% | -55.8% | +31.8% | +25.2% |
| All | -24.1% | -55.2% | +31.2% | +25.2% |
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