-9.7%
TRU vs FIVN
+27.5%
-37.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.4% | -3.5% | -5.4% |
| 7D | -6.8% | -2.3% | -4.5% | -6.3% |
| 30D | 0.0% | +12.4% | -12.4% | -2.9% |
| 3M | +13.3% | +36.0% | -22.7% | +4.6% |
| 6M | +3.4% | +86.0% | -82.5% | -12.4% |
| YTD | -6.4% | +65.9% | -72.3% | -18.7% |
| 1Y | -9.7% | +26.5% | -36.2% | -11.8% |
| All | -9.7% | +27.5% | -37.2% | -11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling