+135.7%
TT vs FIVN
-81.9%
+217.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.7% | +2.0% | +4.5% |
| 7D | +1.7% | -19.3% | +21.0% | +3.4% |
| 30D | -11.8% | -20.7% | +8.9% | -10.3% |
| 3M | -12.6% | -15.1% | +2.5% | -11.9% |
| 6M | -9.4% | +30.6% | -40.0% | -13.0% |
| YTD | +8.8% | +44.0% | -35.2% | +1.9% |
| 1Y | -2.5% | +45.5% | -48.0% | -9.0% |
| 3Y | +95.7% | -52.8% | +148.4% | +105.7% |
| 5Y | +135.7% | -82.6% | +218.4% | +163.3% |
| All | +135.7% | -81.9% | +217.7% | +163.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling