+1,147.8%
TT vs FIVN
+318.5%
+829.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.3% | +1.1% |
| 7D | 0.0% | -2.3% | +2.3% | +0.2% |
| 30D | -7.2% | +12.4% | -19.6% | -8.5% |
| 3M | -3.0% | +36.0% | -39.0% | -6.4% |
| 6M | +1.4% | +86.0% | -84.6% | -6.3% |
| YTD | +15.9% | +65.9% | -50.0% | +7.9% |
| 1Y | +9.4% | +26.5% | -17.1% | +4.8% |
| 3Y | +124.4% | -54.2% | +178.6% | +134.1% |
| 5Y | +138.0% | -80.5% | +218.5% | +162.0% |
| 10Y | +886.4% | +109.6% | +776.7% | +709.2% |
| All | +1,147.8% | +318.5% | +829.3% | +852.5% |
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