+65.8%
TSN vs FIVN
+318.5%
-252.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.8% | -0.6% |
| 7D | -6.3% | -2.3% | -4.0% | -6.2% |
| 30D | -10.8% | +12.4% | -23.2% | -11.3% |
| 3M | -8.8% | +36.0% | -44.8% | -10.1% |
| 6M | -16.8% | +86.0% | -102.8% | -19.2% |
| YTD | -10.0% | +65.9% | -75.9% | -12.3% |
| 1Y | -5.3% | +26.5% | -31.8% | -6.8% |
| 3Y | +8.5% | -54.2% | +62.7% | +10.0% |
| 5Y | -22.9% | -80.5% | +57.5% | -20.7% |
| 10Y | -12.6% | +109.6% | -122.3% | -18.2% |
| All | +65.8% | +318.5% | -252.7% | +49.5% |
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