-64.0%
TXG vs FIVN
-82.6%
+18.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | +5.0% | -11.3% | +16.3% | +10.7% |
| 30D | +13.5% | -7.3% | +20.8% | +16.6% |
| 3M | +128.0% | +41.7% | +86.3% | +87.6% |
| 6M | +224.4% | +78.3% | +146.2% | +125.2% |
| YTD | +307.0% | +50.9% | +256.1% | +202.2% |
| 1Y | +427.2% | +19.7% | +407.6% | +339.0% |
| 3Y | +40.2% | -55.7% | +95.9% | +89.6% |
| 5Y | -64.0% | -82.6% | +18.5% | -31.0% |
| All | -64.0% | -82.6% | +18.6% | -31.0% |
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