+123.0%
TT vs FIVN
-52.8%
+175.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.3% | +1.0% |
| 7D | 0.0% | -2.3% | +2.3% | +0.1% |
| 30D | -7.2% | +12.4% | -19.6% | -7.8% |
| 3M | -3.0% | +36.0% | -39.0% | -4.6% |
| 6M | +1.4% | +86.0% | -84.6% | -3.4% |
| YTD | +15.9% | +65.9% | -50.0% | +11.4% |
| 1Y | +9.4% | +26.5% | -17.1% | +8.7% |
| All | +123.0% | -52.8% | +175.8% | +142.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling