+60.5%
TEM vs FIVN
-20.4%
+81.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.4% | +1.3% |
| 7D | +0.9% | -2.3% | +3.2% | +2.2% |
| 30D | +38.4% | +12.4% | +26.0% | +28.3% |
| 3M | +23.7% | +36.0% | -12.4% | +0.9% |
| 6M | +26.0% | +86.0% | -60.0% | -19.8% |
| YTD | +9.4% | +65.9% | -56.5% | -26.5% |
| 1Y | -17.3% | +26.5% | -43.8% | -31.9% |
| All | +60.5% | -20.4% | +81.0% | +64.0% |
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 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