+645.9%
TRGP vs FIVN
-82.6%
+728.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -0.6% | -11.3% | +10.7% | +0.4% |
| 30D | +10.0% | -7.3% | +17.3% | +10.5% |
| 3M | +7.6% | +41.7% | -34.1% | +3.2% |
| 6M | +26.8% | +78.3% | -51.5% | +17.6% |
| YTD | +60.6% | +50.9% | +9.7% | +51.1% |
| 1Y | +82.5% | +19.7% | +62.8% | +76.3% |
| 3Y | +265.0% | -55.7% | +320.8% | +282.8% |
| 5Y | +645.9% | -82.6% | +728.5% | +685.6% |
| All | +645.9% | -82.6% | +728.5% | +685.6% |
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