+8.7%
TXT vs FIVN
+55.4%
-46.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.2% |
| 7D | +10.6% | -3.4% | +14.0% | +10.6% |
| 30D | +14.4% | +5.8% | +8.6% | +14.5% |
| 3M | -2.7% | +22.0% | -24.8% | -2.3% |
| 6M | -4.7% | +55.7% | -60.4% | -3.4% |
| YTD | -0.5% | +81.3% | -81.8% | +1.6% |
| 1Y | +8.7% | +58.0% | -49.2% | +11.7% |
| All | +8.7% | +55.4% | -46.7% | +11.7% |
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 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