-8.6%
TEL vs FIVN
+55.4%
-64.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.1% |
| 7D | -0.5% | -3.4% | +2.9% | -0.3% |
| 30D | +0.6% | +5.8% | -5.2% | +0.3% |
| 3M | +2.0% | +22.0% | -20.1% | +1.1% |
| 6M | +8.1% | +55.7% | -47.6% | +6.7% |
| YTD | -2.2% | +81.3% | -83.4% | -2.6% |
| 1Y | -8.6% | +58.0% | -66.6% | -5.7% |
| All | -8.6% | +55.4% | -64.0% | -5.7% |
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