-30.2%
TMF vs FIVN
+33.4%
-63.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.9% | -4.5% |
| 7D | -8.2% | -17.4% | +9.3% | -7.4% |
| 30D | +5.3% | -20.4% | +25.7% | +6.3% |
| 3M | -8.5% | -9.6% | +1.2% | -8.2% |
| 6M | -17.2% | +34.7% | -51.9% | -18.0% |
| YTD | -23.4% | +40.6% | -64.0% | -24.8% |
| 1Y | -30.2% | +34.3% | -64.5% | -31.3% |
| All | -30.2% | +33.4% | -63.7% | -31.3% |
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 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