+397.6%
TRGP vs FIVN
+292.8%
+104.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.1% | +7.6% | +2.1% |
| 7D | -0.6% | -8.2% | +7.6% | +0.2% |
| 30D | +14.6% | -8.1% | +22.7% | +15.4% |
| 3M | +11.9% | +34.9% | -23.0% | +7.4% |
| 6M | +25.3% | +72.6% | -47.4% | +15.9% |
| YTD | +61.9% | +55.8% | +6.1% | +50.7% |
| 1Y | +87.3% | +17.1% | +70.1% | +79.8% |
| 3Y | +268.0% | -54.3% | +322.3% | +283.1% |
| 5Y | +638.2% | -81.6% | +719.8% | +722.2% |
| 10Y | +821.9% | +109.2% | +712.8% | +593.0% |
| All | +397.6% | +292.8% | +104.8% | +221.0% |
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