+443.6%
TEAM vs FIVN
+86.2%
+357.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | +0.3% |
| 7D | -2.4% | -2.8% | +0.4% | -0.8% |
| 30D | -26.7% | -17.4% | -9.3% | -18.0% |
| 3M | -9.6% | -19.2% | +9.5% | +1.2% |
| 6M | +86.0% | +29.4% | +56.7% | +62.3% |
| YTD | -7.5% | +36.3% | -43.8% | -21.6% |
| 1Y | -1.4% | +33.5% | -34.8% | -15.8% |
| 3Y | -14.3% | -56.8% | +42.5% | +22.0% |
| 5Y | -66.3% | -83.0% | +16.7% | -27.3% |
| All | +443.6% | +86.2% | +357.4% | +394.4% |
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