+802.8%
TEAM vs FIVN
+400.3%
+402.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -1.3% |
| 7D | -0.4% | -2.3% | +1.9% | +0.9% |
| 30D | +67.3% | +12.4% | +54.9% | +58.9% |
| 3M | +86.8% | +36.0% | +50.8% | +59.8% |
| 6M | +146.8% | +86.0% | +60.8% | +81.3% |
| YTD | +16.9% | +65.9% | -49.0% | -9.7% |
| 1Y | +12.8% | +26.5% | -13.7% | -0.9% |
| 3Y | -7.3% | -54.2% | +46.9% | +26.6% |
| 5Y | -50.7% | -80.5% | +29.7% | -3.9% |
| 10Y | +529.8% | +109.6% | +420.2% | +368.2% |
| All | +802.8% | +400.3% | +402.5% | +314.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling