+599.5%
THC vs FIVN
+253.1%
+346.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.2% | +0.7% |
| 7D | +0.2% | -22.8% | +23.0% | +4.2% |
| 30D | +9.0% | -21.3% | +30.3% | +12.8% |
| 3M | +12.9% | -14.0% | +26.9% | +14.4% |
| 6M | +52.8% | +31.1% | +21.7% | +42.9% |
| YTD | +47.4% | +40.0% | +7.4% | +33.5% |
| 1Y | +47.7% | +38.1% | +9.7% | +33.9% |
| 3Y | +444.7% | -55.7% | +500.3% | +482.7% |
| 5Y | +269.3% | -82.5% | +351.8% | +342.9% |
| 10Y | +1,913.5% | +92.4% | +1,821.1% | +1,391.2% |
| All | +599.5% | +253.1% | +346.5% | +359.3% |
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