+328.3%
TEL vs FIVN
+292.8%
+35.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.1% | +4.4% | -0.9% |
| 7D | -1.4% | -8.2% | +6.8% | -0.2% |
| 30D | -4.9% | -8.1% | +3.2% | -3.9% |
| 3M | +0.1% | +34.9% | -34.8% | -5.1% |
| 6M | +0.4% | +72.6% | -72.3% | -9.6% |
| YTD | -8.9% | +55.8% | -64.7% | -17.2% |
| 1Y | -0.3% | +17.1% | -17.5% | -5.5% |
| 3Y | +67.6% | -54.3% | +121.9% | +77.4% |
| 5Y | +50.7% | -81.6% | +132.2% | +73.6% |
| 10Y | +288.6% | +109.2% | +179.5% | +228.1% |
| All | +328.3% | +292.8% | +35.5% | +240.2% |
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