+88.5%
TNA vs FIVN
+282.0%
-193.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.4% | -2.8% |
| 7D | -3.6% | -9.6% | +6.0% | +1.1% |
| 30D | -10.1% | -11.9% | +1.9% | -5.1% |
| 3M | +2.7% | +40.1% | -37.4% | -16.4% |
| 6M | +38.4% | +68.3% | -29.9% | -3.3% |
| YTD | +45.4% | +51.5% | -6.0% | +5.4% |
| 1Y | +55.9% | +15.1% | +40.8% | +30.4% |
| 3Y | +109.8% | -55.6% | +165.4% | +178.7% |
| 5Y | -22.5% | -82.4% | +59.9% | +51.3% |
| 10Y | +87.5% | +114.5% | -26.9% | +36.6% |
| All | +88.5% | +282.0% | -193.5% | +8.4% |
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