+625.2%
TEAM vs FIVN
+323.9%
+301.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.3% |
| 7D | -16.9% | -17.4% | +0.5% | -7.2% |
| 30D | -26.8% | -20.4% | -6.4% | -16.8% |
| 3M | -1.9% | -9.6% | +7.7% | +3.0% |
| 6M | +79.2% | +34.7% | +44.5% | +53.6% |
| YTD | -6.1% | +40.6% | -46.7% | -21.2% |
| 1Y | -2.1% | +34.3% | -36.4% | -16.3% |
| 3Y | -13.6% | -55.5% | +41.9% | +20.1% |
| 5Y | -65.8% | -82.5% | +16.7% | -28.6% |
| 10Y | +454.0% | +93.2% | +360.8% | +334.5% |
| All | +625.2% | +323.9% | +301.3% | +261.8% |
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