+13.0%
TRMB vs FIVN
-55.7%
+68.7%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.4% | -1.6% |
| 7D | -2.9% | -9.6% | +6.7% | -0.3% |
| 30D | -1.8% | -11.9% | +10.1% | +1.4% |
| 3M | +8.4% | +40.1% | -31.7% | -2.1% |
| 6M | -18.5% | +68.3% | -86.9% | -30.9% |
| YTD | -26.7% | +51.5% | -78.2% | -36.5% |
| 1Y | -28.3% | +15.1% | -43.4% | -33.5% |
| All | +13.0% | -55.7% | +68.7% | +16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling