+404.8%
TRGP vs FIVN
+243.6%
+161.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.7% |
| 7D | +12.4% | -2.8% | +15.2% | +12.7% |
| 30D | +2.6% | -17.4% | +20.0% | +4.3% |
| 3M | +11.9% | -19.2% | +31.0% | +13.5% |
| 6M | +13.9% | +29.4% | -15.4% | +8.8% |
| YTD | +64.2% | +36.3% | +27.9% | +54.0% |
| 1Y | +78.5% | +33.5% | +45.0% | +67.7% |
| 3Y | +272.9% | -56.8% | +329.8% | +288.5% |
| 5Y | +510.7% | -83.0% | +593.7% | +583.4% |
| 10Y | +821.0% | +87.3% | +733.7% | +596.3% |
| All | +404.8% | +243.6% | +161.1% | +228.1% |
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