+107.9%
TROW vs FIVN
+280.5%
-172.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -3.0% | -11.3% | +8.3% | -1.0% |
| 30D | -5.5% | -7.3% | +1.8% | -4.4% |
| 3M | +2.3% | +41.7% | -39.4% | -5.0% |
| 6M | +23.9% | +78.3% | -54.3% | +8.6% |
| YTD | +7.9% | +50.9% | -43.0% | -3.0% |
| 1Y | +6.1% | +19.7% | -13.5% | -0.8% |
| 3Y | +13.8% | -55.7% | +69.6% | +22.4% |
| 5Y | -38.2% | -82.6% | +44.4% | -26.6% |
| 10Y | +131.3% | +113.6% | +17.6% | +94.1% |
| All | +107.9% | +280.5% | -172.6% | +62.3% |
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