+45.9%
TEM vs FIVN
-27.7%
+73.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.9% |
| 7D | -9.2% | -11.3% | +2.1% | -2.9% |
| 30D | +5.5% | -7.3% | +12.8% | +9.5% |
| 3M | +18.7% | +41.7% | -23.0% | -5.9% |
| 6M | +15.4% | +78.3% | -62.9% | -25.4% |
| YTD | -0.5% | +50.9% | -51.4% | -29.5% |
| 1Y | -24.8% | +19.7% | -44.5% | -36.9% |
| All | +45.9% | -27.7% | +73.6% | +57.2% |
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