+57.5%
TECK vs FIVN
+55.4%
+2.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.6% | +2.7% | +4.3% |
| 7D | +2.3% | -3.4% | +5.7% | +2.3% |
| 30D | -5.0% | +5.8% | -10.8% | -5.0% |
| 3M | -0.3% | +22.0% | -22.3% | 0.0% |
| 6M | +13.9% | +55.7% | -41.9% | +15.1% |
| YTD | +35.2% | +81.3% | -46.1% | +40.1% |
| 1Y | +57.5% | +58.0% | -0.4% | +71.8% |
| All | +57.5% | +55.4% | +2.1% | +71.8% |
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 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