+69.0%
TPG vs FIVN
-77.0%
+146.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.3% | +1.3% |
| 7D | -9.4% | -7.8% | -1.6% | -7.4% |
| 30D | -5.3% | -1.7% | -3.5% | -4.8% |
| 3M | +12.9% | +47.2% | -34.3% | +0.6% |
| 6M | +20.1% | +82.7% | -62.6% | -1.6% |
| YTD | -22.5% | +52.9% | -75.4% | -33.7% |
| 1Y | -19.7% | +17.5% | -37.2% | -26.2% |
| 3Y | +81.2% | -55.8% | +137.0% | +104.8% |
| All | +69.0% | -77.0% | +146.0% | +100.1% |
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