-48.5%
TE vs FIVN
-82.6%
+34.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.3% | -6.6% |
| 7D | +0.9% | -11.3% | +12.2% | +5.5% |
| 30D | -16.3% | -7.3% | -9.0% | -14.1% |
| 3M | -40.8% | +41.7% | -82.4% | -51.1% |
| 6M | -42.6% | +78.3% | -120.9% | -59.3% |
| YTD | -31.4% | +50.9% | -82.3% | -49.0% |
| 1Y | +144.9% | +19.7% | +125.3% | +104.6% |
| 3Y | -26.0% | -55.7% | +29.7% | -3.3% |
| 5Y | -48.5% | -82.6% | +34.1% | +6.8% |
| All | -48.5% | -82.6% | +34.1% | +6.8% |
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 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