+462.2%
TRV vs FIVN
+282.0%
+180.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +0.5% |
| 7D | +0.2% | -9.6% | +9.8% | +0.7% |
| 30D | -2.3% | -11.9% | +9.6% | -1.8% |
| 3M | +22.7% | +40.1% | -17.4% | +20.3% |
| 6M | +21.9% | +68.3% | -46.4% | +18.0% |
| YTD | +27.5% | +51.5% | -24.0% | +23.8% |
| 1Y | +36.2% | +15.1% | +21.1% | +34.0% |
| 3Y | +140.6% | -55.6% | +196.2% | +144.3% |
| 5Y | +154.5% | -82.4% | +237.0% | +167.4% |
| 10Y | +295.4% | +114.5% | +181.0% | +242.2% |
| All | +462.2% | +282.0% | +180.2% | +364.4% |
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