+972.3%
THC vs FIVN
+115.6%
+856.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | 0.0% | -11.3% | +11.3% | +2.1% |
| 30D | +1.5% | -7.3% | +8.8% | +2.6% |
| 3M | +59.9% | +41.7% | +18.2% | +48.9% |
| 6M | +11.0% | +78.3% | -67.3% | -2.5% |
| YTD | +32.6% | +50.9% | -18.3% | +19.0% |
| 1Y | +37.4% | +19.7% | +17.7% | +28.3% |
| 3Y | +252.5% | -55.7% | +308.3% | +285.3% |
| 5Y | +262.3% | -82.6% | +344.9% | +345.7% |
| All | +972.3% | +115.6% | +856.7% | +526.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling