+734.7%
TT vs FIVN
+99.4%
+635.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.9% | +3.9% | +0.4% |
| 7D | +0.8% | -22.4% | +23.2% | +2.9% |
| 30D | -11.8% | -23.8% | +12.0% | -9.9% |
| 3M | -11.6% | -19.5% | +8.0% | -10.4% |
| 6M | -9.3% | +25.6% | -34.9% | -12.7% |
| YTD | +8.9% | +38.4% | -29.5% | +2.4% |
| 1Y | -2.2% | +33.7% | -35.9% | -7.7% |
| 3Y | +91.9% | -56.2% | +148.0% | +100.3% |
| 5Y | +136.0% | -82.9% | +218.9% | +163.3% |
| 10Y | +734.7% | +103.6% | +631.1% | +581.3% |
| All | +734.7% | +99.4% | +635.4% | +581.3% |
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