+16.2%
TFC vs FIVN
+29.8%
-13.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.1% | +4.3% | +1.3% |
| 7D | +2.3% | -2.8% | +5.1% | +2.4% |
| 30D | +10.8% | -17.4% | +28.2% | +11.6% |
| 3M | -3.8% | -19.2% | +15.4% | -3.1% |
| 6M | +9.6% | +29.4% | -19.8% | +7.6% |
| YTD | +5.8% | +36.3% | -30.5% | +5.0% |
| 1Y | +16.2% | +33.5% | -17.3% | +15.6% |
| All | +16.2% | +29.8% | -13.7% | +15.6% |
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