+252.5%
THC vs FIVN
-80.6%
+333.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.1% |
| 7D | -0.7% | -2.3% | +1.6% | -0.2% |
| 30D | +1.3% | +12.4% | -11.1% | -1.6% |
| 3M | +64.2% | +36.0% | +28.2% | +52.9% |
| 6M | +8.3% | +86.0% | -77.7% | -7.0% |
| YTD | +33.4% | +65.9% | -32.6% | +16.2% |
| 1Y | +37.7% | +26.5% | +11.2% | +27.1% |
| 3Y | +236.8% | -54.2% | +291.0% | +283.9% |
| All | +252.5% | -80.6% | +333.1% | +382.0% |
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 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