+2,684.3%
TSM vs FIVN
+243.6%
+2,440.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.2% |
| 7D | +6.2% | -2.8% | +9.0% | +6.6% |
| 30D | -7.3% | -17.4% | +10.1% | -5.1% |
| 3M | -7.1% | -19.2% | +12.0% | -5.1% |
| 6M | +0.2% | +29.4% | -29.1% | -6.1% |
| YTD | +32.2% | +36.3% | -4.0% | +20.4% |
| 1Y | +42.8% | +33.5% | +9.3% | +30.2% |
| 3Y | +330.4% | -56.8% | +387.2% | +357.2% |
| 5Y | +263.9% | -83.0% | +346.9% | +329.6% |
| 10Y | +1,580.2% | +87.3% | +1,492.9% | +1,366.5% |
| All | +2,684.3% | +243.6% | +2,440.6% | +2,172.8% |
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 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