+19.4%
TSN vs FIVN
+55.4%
-36.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +5.4% |
| 7D | +8.4% | -3.4% | +11.8% | +8.4% |
| 30D | +16.1% | +5.8% | +10.3% | +16.1% |
| 3M | +3.2% | +22.0% | -18.9% | +2.8% |
| 6M | -11.1% | +55.7% | -66.9% | -12.1% |
| YTD | +5.1% | +81.3% | -76.2% | +5.5% |
| 1Y | +19.4% | +58.0% | -38.6% | +21.1% |
| All | +19.4% | +55.4% | -36.0% | +21.1% |
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