+124.8%
TROW vs FIVN
+118.5%
+6.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.5% | -1.4% |
| 7D | -3.2% | -7.8% | +4.7% | -1.6% |
| 30D | -4.6% | -1.7% | -2.9% | -4.5% |
| 3M | -0.7% | +47.2% | -47.8% | -9.2% |
| 6M | +22.2% | +82.7% | -60.5% | +4.7% |
| YTD | +6.6% | +52.9% | -46.3% | -5.7% |
| 1Y | +5.8% | +17.5% | -11.6% | -1.5% |
| 3Y | +11.6% | -55.8% | +67.4% | +21.6% |
| 5Y | -38.9% | -82.3% | +43.4% | -25.6% |
| All | +124.8% | +118.5% | +6.3% | +88.6% |
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