+56.5%
TEL vs FIVN
-82.2%
+138.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.2% | +3.4% |
| 7D | +1.6% | -7.8% | +9.4% | +2.9% |
| 30D | -0.7% | -1.7% | +1.1% | -0.6% |
| 3M | +2.4% | +47.2% | -44.8% | -5.0% |
| 6M | +4.1% | +82.7% | -78.6% | -9.0% |
| YTD | -5.8% | +52.9% | -58.7% | -15.4% |
| 1Y | +0.9% | +17.5% | -16.6% | -4.7% |
| 3Y | +72.6% | -55.8% | +128.4% | +89.0% |
| All | +56.5% | -82.2% | +138.7% | +91.7% |
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 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