-87.7%
TMF vs FIVN
-81.8%
-5.9%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.1% | +6.0% | +0.3% |
| 7D | +1.0% | -8.2% | +9.2% | +1.5% |
| 30D | -1.8% | -8.1% | +6.3% | -1.4% |
| 3M | -8.2% | +34.9% | -43.1% | -10.2% |
| 6M | -19.5% | +72.6% | -92.1% | -22.9% |
| YTD | -16.0% | +55.8% | -71.7% | -19.2% |
| 1Y | -22.5% | +17.1% | -39.6% | -24.1% |
| 3Y | -42.3% | -54.3% | +12.0% | -39.5% |
| 5Y | -87.7% | -81.6% | -6.1% | -87.3% |
| All | -87.7% | -81.8% | -5.9% | -87.3% |
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 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