+6,007.1%
TQQQ vs FIVN
+285.7%
+5,721.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +1.8% |
| 7D | -1.9% | -7.8% | +5.9% | +2.3% |
| 30D | -4.9% | -1.7% | -3.1% | -4.5% |
| 3M | -6.4% | +47.2% | -53.6% | -27.7% |
| 6M | +44.4% | +82.7% | -38.3% | -6.9% |
| YTD | +35.2% | +52.9% | -17.7% | -5.9% |
| 1Y | +49.5% | +17.5% | +32.0% | +20.5% |
| 3Y | +250.7% | -55.8% | +306.5% | +355.9% |
| 5Y | +104.7% | -82.3% | +187.0% | +333.5% |
| 10Y | +3,029.5% | +116.5% | +2,913.0% | +2,434.8% |
| All | +6,007.1% | +285.7% | +5,721.5% | +3,899.9% |
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