+19.3%
TPR vs FIVN
+55.4%
-36.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.6% |
| 7D | +12.6% | -3.4% | +16.0% | +12.6% |
| 30D | +7.1% | +5.8% | +1.4% | +7.3% |
| 3M | -19.4% | +22.0% | -41.4% | -18.9% |
| 6M | -9.7% | +55.7% | -65.5% | -9.2% |
| YTD | -1.0% | +81.3% | -82.3% | +1.6% |
| 1Y | +19.3% | +58.0% | -38.7% | +27.2% |
| All | +19.3% | +55.4% | -36.1% | +27.2% |
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