+2,731.5%
TSM vs FIVN
+254.6%
+2,476.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.0% |
| 7D | +14.8% | -17.4% | +32.3% | +17.6% |
| 30D | -8.9% | -20.4% | +11.5% | -6.2% |
| 3M | -5.3% | -9.6% | +4.4% | -4.8% |
| 6M | +2.6% | +34.7% | -32.1% | -4.5% |
| YTD | +34.5% | +40.6% | -6.1% | +21.9% |
| 1Y | +41.0% | +34.3% | +6.7% | +28.6% |
| 3Y | +333.1% | -55.5% | +388.6% | +358.0% |
| 5Y | +270.1% | -82.5% | +352.5% | +334.9% |
| 10Y | +1,608.7% | +93.2% | +1,515.5% | +1,384.5% |
| All | +2,731.5% | +254.6% | +2,476.9% | +2,200.7% |
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