+12.8%
TEAM vs FIVN
+27.5%
-14.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -0.5% |
| 7D | -0.4% | -2.3% | +1.9% | +1.6% |
| 30D | +67.3% | +12.4% | +54.9% | +53.2% |
| 3M | +86.8% | +36.0% | +50.8% | +46.8% |
| 6M | +146.8% | +86.0% | +60.8% | +50.9% |
| YTD | +16.9% | +65.9% | -49.0% | -23.6% |
| 1Y | +12.8% | +26.5% | -13.7% | -14.9% |
| All | +12.8% | +27.5% | -14.7% | -14.9% |
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