+299.2%
TEVA vs FIVN
-82.2%
+381.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.7% | +1.9% |
| 7D | +2.0% | -7.8% | +9.9% | +3.0% |
| 30D | +1.0% | -1.7% | +2.7% | +1.0% |
| 3M | +7.3% | +47.2% | -39.9% | +1.0% |
| 6M | +21.7% | +82.7% | -61.0% | +9.7% |
| YTD | +18.8% | +52.9% | -34.1% | +9.4% |
| 1Y | +86.5% | +17.5% | +69.0% | +78.3% |
| 3Y | +269.4% | -55.8% | +325.2% | +295.5% |
| All | +299.2% | -82.2% | +381.4% | +346.3% |
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