-1.1%
TRU vs FIVN
-55.2%
+54.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.6% |
| 7D | -2.7% | -7.8% | +5.1% | -0.5% |
| 30D | -2.0% | -1.7% | -0.3% | -1.7% |
| 3M | +18.4% | +47.2% | -28.7% | +4.2% |
| 6M | +8.9% | +82.7% | -73.9% | -13.3% |
| YTD | -8.9% | +52.9% | -61.9% | -23.5% |
| 1Y | -15.9% | +17.5% | -33.3% | -23.1% |
| 3Y | -1.1% | -55.8% | +54.7% | +6.5% |
| All | -1.1% | -55.2% | +54.1% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling