+250.7%
TQQQ vs FIVN
-55.2%
+305.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +2.0% |
| 7D | -1.9% | -7.8% | +5.9% | +1.0% |
| 30D | -4.9% | -1.7% | -3.1% | -4.5% |
| 3M | -6.4% | +47.2% | -53.6% | -22.0% |
| 6M | +44.4% | +82.7% | -38.3% | +4.3% |
| YTD | +35.2% | +52.9% | -17.7% | +4.8% |
| 1Y | +49.5% | +17.5% | +32.0% | +32.8% |
| 3Y | +250.7% | -55.8% | +306.5% | +293.0% |
| All | +250.7% | -55.2% | +305.9% | +293.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling