+14.5%
TFC vs FIVN
-82.0%
+96.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.3% |
| 7D | -1.3% | -9.6% | +8.3% | +0.4% |
| 30D | -2.3% | -11.9% | +9.6% | -0.5% |
| 3M | +2.5% | +40.1% | -37.6% | -4.5% |
| 6M | +9.5% | +68.3% | -58.9% | -3.2% |
| YTD | +5.1% | +51.5% | -46.4% | -5.8% |
| 1Y | +15.5% | +15.1% | +0.3% | +9.1% |
| 3Y | +95.2% | -55.6% | +150.7% | +112.1% |
| 5Y | +14.5% | -82.4% | +96.9% | +34.7% |
| All | +14.5% | -82.0% | +96.5% | +34.7% |
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