+255.1%
TPR vs FIVN
-82.4%
+337.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -17.6% | +16.6% | +2.0% |
| 7D | +14.2% | -22.6% | +36.8% | +18.8% |
| 30D | +17.1% | -16.8% | +33.8% | +19.9% |
| 3M | -17.7% | -0.9% | -16.8% | -19.6% |
| 6M | -10.2% | +28.4% | -38.6% | -17.6% |
| YTD | +4.9% | +40.2% | -35.3% | -8.0% |
| 1Y | +36.1% | +30.5% | +5.6% | +21.1% |
| 3Y | +416.5% | -56.2% | +472.7% | +468.6% |
| All | +255.1% | -82.4% | +337.5% | +329.4% |
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 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