-39.5%
TRMB vs FIVN
-82.6%
+43.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -5.4% | -11.3% | +5.9% | -2.2% |
| 30D | -2.0% | -7.3% | +5.3% | 0.0% |
| 3M | +12.3% | +41.7% | -29.4% | +0.6% |
| 6M | -17.6% | +78.3% | -95.9% | -32.0% |
| YTD | -27.5% | +50.9% | -78.3% | -37.6% |
| 1Y | -29.1% | +19.7% | -48.8% | -35.3% |
| 3Y | +11.5% | -55.7% | +67.2% | +25.8% |
| 5Y | -39.5% | -82.6% | +43.1% | -17.0% |
| All | -39.5% | -82.6% | +43.2% | -17.0% |
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 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