+3.4%
TRU vs FIVN
+55.4%
-52.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +2.9% | +4.3% |
| 7D | +10.5% | -3.4% | +13.9% | +11.2% |
| 30D | +28.7% | +5.8% | +22.9% | +27.0% |
| 3M | +0.7% | +22.0% | -21.4% | -4.0% |
| 6M | +19.3% | +55.7% | -36.4% | +7.4% |
| YTD | -3.7% | +81.3% | -85.0% | -17.9% |
| 1Y | +3.4% | +58.0% | -54.6% | -10.3% |
| All | +3.4% | +55.4% | -52.0% | -10.3% |
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 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