+11.6%
TSN vs FIVN
+86.2%
-74.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.6% |
| 7D | -1.4% | -2.8% | +1.4% | -1.3% |
| 30D | +8.5% | -17.4% | +25.9% | +9.2% |
| 3M | +5.3% | -19.2% | +24.5% | +5.9% |
| 6M | -10.5% | +29.4% | -39.9% | -12.3% |
| YTD | +3.0% | +36.3% | -33.3% | +0.2% |
| 1Y | +12.1% | +33.5% | -21.3% | +9.2% |
| 3Y | +43.1% | -56.8% | +99.9% | +46.0% |
| 5Y | -15.1% | -83.0% | +67.9% | -11.0% |
| All | +11.6% | +86.2% | -74.7% | -4.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling