+691.6%
TXN vs FIVN
+282.0%
+409.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +1.5% |
| 7D | +2.7% | -9.6% | +12.3% | +4.2% |
| 30D | -6.7% | -11.9% | +5.2% | -5.1% |
| 3M | -8.9% | +40.1% | -49.0% | -14.8% |
| 6M | +34.7% | +68.3% | -33.7% | +19.8% |
| YTD | +53.3% | +51.5% | +1.8% | +37.8% |
| 1Y | +45.0% | +15.1% | +29.9% | +36.7% |
| 3Y | +73.1% | -55.6% | +128.7% | +85.8% |
| 5Y | +59.9% | -82.4% | +142.4% | +91.6% |
| 10Y | +415.7% | +114.5% | +301.2% | +327.0% |
| All | +691.6% | +282.0% | +409.6% | +511.3% |
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 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