+1,485.2%
TTMI vs FIVN
+292.8%
+1,192.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -6.1% | +9.1% | +3.9% |
| 7D | +12.2% | -8.2% | +20.4% | +13.5% |
| 30D | -5.7% | -8.1% | +2.4% | -4.8% |
| 3M | -27.5% | +34.9% | -62.4% | -32.2% |
| 6M | +47.1% | +72.6% | -25.5% | +29.3% |
| YTD | +87.5% | +55.8% | +31.7% | +66.6% |
| 1Y | +175.2% | +17.1% | +158.1% | +157.4% |
| 3Y | +901.9% | -54.3% | +956.3% | +966.0% |
| 5Y | +843.5% | -81.6% | +925.0% | +1,004.0% |
| 10Y | +1,077.0% | +109.2% | +967.8% | +866.1% |
| All | +1,485.2% | +292.8% | +1,192.3% | +1,118.7% |
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