-24.3%
TMF vs FIVN
+55.4%
-79.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.8% | +2.4% |
| 7D | +4.0% | -3.4% | +7.4% | +4.1% |
| 30D | +19.5% | +5.8% | +13.7% | +19.0% |
| 3M | -3.5% | +22.0% | -25.6% | -4.5% |
| 6M | -10.6% | +55.7% | -66.3% | -12.0% |
| YTD | -17.1% | +81.3% | -98.4% | -19.5% |
| 1Y | -24.3% | +58.0% | -82.2% | -26.5% |
| All | -24.3% | +55.4% | -79.7% | -26.5% |
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