+361.7%
TXG vs FIVN
+27.5%
+334.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.4% |
| 7D | +1.8% | -2.3% | +4.1% | +2.3% |
| 30D | +32.0% | +12.4% | +19.6% | +28.5% |
| 3M | +87.0% | +36.0% | +51.0% | +75.9% |
| 6M | +180.1% | +86.0% | +94.1% | +143.3% |
| YTD | +284.1% | +65.9% | +218.2% | +243.5% |
| 1Y | +361.7% | +26.5% | +335.2% | +354.3% |
| All | +361.7% | +27.5% | +334.2% | +354.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling