-53.1%
TEAM vs FIVN
-82.0%
+29.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +2.6% |
| 7D | -4.7% | -9.6% | +4.9% | +2.0% |
| 30D | +17.0% | -11.9% | +29.0% | +27.2% |
| 3M | +85.9% | +40.1% | +45.8% | +52.2% |
| 6M | +116.7% | +68.3% | +48.3% | +59.8% |
| YTD | +9.6% | +51.5% | -41.9% | -14.8% |
| 1Y | -2.5% | +15.1% | -17.7% | -11.9% |
| 3Y | -14.0% | -55.6% | +41.6% | +25.6% |
| 5Y | -53.1% | -82.4% | +29.4% | +1.8% |
| All | -53.1% | -82.0% | +29.0% | +1.8% |
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