+59.6%
TXN vs FIVN
-82.2%
+141.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.4% | +2.5% | +3.6% |
| 7D | +4.0% | -7.8% | +11.8% | +5.1% |
| 30D | -2.9% | -1.7% | -1.1% | -2.8% |
| 3M | -9.1% | +47.2% | -56.3% | -15.1% |
| 6M | +36.6% | +82.7% | -46.1% | +20.6% |
| YTD | +57.5% | +52.9% | +4.6% | +42.7% |
| 1Y | +49.5% | +17.5% | +32.1% | +42.4% |
| 3Y | +76.5% | -55.8% | +132.4% | +91.6% |
| All | +59.6% | -82.2% | +141.8% | +86.8% |
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