+197.9%
PAAS vs FIVN
+92.2%
+105.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.5% | -4.2% |
| 7D | -7.0% | -17.4% | +10.4% | -4.8% |
| 30D | -15.3% | -20.4% | +5.1% | -13.0% |
| 3M | -27.7% | -9.6% | -18.1% | -27.4% |
| 6M | -40.5% | +34.7% | -75.1% | -44.0% |
| YTD | -26.5% | +40.6% | -67.1% | -32.6% |
| 1Y | -0.8% | +34.3% | -35.1% | -8.4% |
| 3Y | +196.9% | -55.5% | +252.4% | +214.7% |
| 5Y | +49.2% | -82.5% | +131.6% | +73.7% |
| All | +197.9% | +92.2% | +105.8% | +202.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling