-17.3%
TLN vs FIVN
+55.4%
-72.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +1.6% | -10.2% | -8.5% |
| 7D | -6.0% | -3.4% | -2.6% | -6.1% |
| 30D | -1.5% | +5.8% | -7.3% | -1.3% |
| 3M | -3.9% | +22.0% | -25.9% | -3.5% |
| 6M | -15.0% | +55.7% | -70.8% | -14.0% |
| YTD | -12.8% | +81.3% | -94.1% | -13.7% |
| 1Y | -17.3% | +58.0% | -75.3% | -17.0% |
| All | -17.3% | +55.4% | -72.7% | -17.0% |
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 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