+306.7%
TPR vs FIVN
+105.2%
+201.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -2.9% |
| 7D | -7.3% | -9.6% | +2.3% | -5.8% |
| 30D | -30.7% | -11.9% | -18.8% | -29.6% |
| 3M | -21.6% | +40.1% | -61.7% | -26.8% |
| 6M | -21.3% | +68.3% | -89.7% | -30.3% |
| YTD | -10.2% | +51.5% | -61.6% | -19.4% |
| 1Y | +9.5% | +15.1% | -5.6% | +3.0% |
| 3Y | +280.8% | -55.6% | +336.4% | +308.9% |
| 5Y | +218.7% | -82.4% | +301.1% | +276.6% |
| 10Y | +306.7% | +114.5% | +192.2% | +251.6% |
| All | +306.7% | +105.2% | +201.5% | +251.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling