+494.0%
TEAM vs FIVN
+115.6%
+378.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.3% |
| 7D | -7.8% | -11.3% | +3.5% | -1.1% |
| 30D | +16.5% | -7.3% | +23.8% | +21.9% |
| 3M | +96.2% | +41.7% | +54.5% | +64.1% |
| 6M | +130.2% | +78.3% | +51.9% | +72.4% |
| YTD | +10.7% | +50.9% | -40.1% | -10.2% |
| 1Y | +3.0% | +19.7% | -16.6% | -6.7% |
| 3Y | -13.1% | -55.7% | +42.7% | +22.1% |
| 5Y | -52.7% | -82.6% | +29.8% | -1.1% |
| All | +494.0% | +115.6% | +378.4% | +438.3% |
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