+850.1%
TRGP vs FIVN
+118.5%
+731.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -0.7% |
| 7D | +0.1% | -7.8% | +7.9% | +0.7% |
| 30D | +8.0% | -1.7% | +9.8% | +8.1% |
| 3M | +8.3% | +47.2% | -38.9% | +3.7% |
| 6M | +23.9% | +82.7% | -58.8% | +15.2% |
| YTD | +59.6% | +52.9% | +6.7% | +50.5% |
| 1Y | +79.4% | +17.5% | +62.0% | +73.5% |
| 3Y | +269.4% | -55.8% | +325.3% | +283.5% |
| 5Y | +641.6% | -82.3% | +724.0% | +707.8% |
| All | +850.1% | +118.5% | +731.6% | +811.2% |
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 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