+500.5%
TRGP vs FIVN
-82.9%
+583.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.6% |
| 7D | +12.4% | -2.8% | +15.2% | +12.6% |
| 30D | +2.6% | -17.4% | +20.0% | +4.1% |
| 3M | +11.9% | -19.2% | +31.0% | +13.3% |
| 6M | +13.9% | +29.4% | -15.4% | +9.1% |
| YTD | +64.2% | +36.3% | +27.9% | +54.6% |
| 1Y | +78.5% | +33.5% | +45.0% | +68.3% |
| 3Y | +272.9% | -56.8% | +329.8% | +291.0% |
| All | +500.5% | -82.9% | +583.5% | +562.6% |
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 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