+116.7%
TRMB vs FIVN
+118.5%
-1.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | +0.1% | +1.1% |
| 7D | -3.0% | -7.8% | +4.8% | -1.1% |
| 30D | +2.3% | -1.7% | +4.1% | +2.6% |
| 3M | +15.3% | +47.2% | -31.9% | +3.9% |
| 6M | -14.7% | +82.7% | -97.4% | -28.1% |
| YTD | -26.4% | +52.9% | -79.3% | -35.6% |
| 1Y | -30.4% | +17.5% | -47.9% | -35.4% |
| 3Y | +13.5% | -55.8% | +69.3% | +25.8% |
| 5Y | -38.6% | -82.3% | +43.7% | -21.7% |
| All | +116.7% | +118.5% | -1.8% | +65.8% |
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