-10.5%
TEM vs FIVN
+55.4%
-65.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.6% | -4.4% | -3.4% |
| 7D | -1.3% | -3.4% | +2.1% | -0.1% |
| 30D | -9.5% | +5.8% | -15.3% | -11.1% |
| 3M | +60.7% | +22.0% | +38.7% | +48.6% |
| 6M | +35.5% | +55.7% | -20.3% | +15.4% |
| YTD | +28.0% | +81.3% | -53.3% | +0.5% |
| 1Y | -10.5% | +58.0% | -68.5% | -24.0% |
| All | -10.5% | +55.4% | -65.9% | -24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling