+741.5%
TT vs FIVN
+104.7%
+636.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.9% |
| 7D | +3.5% | -22.8% | +26.3% | +5.7% |
| 30D | -11.0% | -21.3% | +10.3% | -9.4% |
| 3M | -12.0% | -14.0% | +2.0% | -11.4% |
| 6M | -10.4% | +31.1% | -41.5% | -14.1% |
| YTD | +9.9% | +40.0% | -30.1% | +3.3% |
| 1Y | +1.5% | +38.1% | -36.6% | -4.6% |
| 3Y | +93.7% | -55.7% | +149.4% | +102.0% |
| 5Y | +139.2% | -82.5% | +221.8% | +166.4% |
| 10Y | +741.5% | +92.4% | +649.1% | +586.8% |
| All | +741.5% | +104.7% | +636.7% | +586.8% |
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