+215.4%
PAAS vs FIVN
+115.6%
+99.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.2% |
| 7D | -3.7% | -11.3% | +7.6% | -2.1% |
| 30D | -1.9% | -7.3% | +5.4% | -1.1% |
| 3M | +15.1% | +41.7% | -26.6% | +8.6% |
| 6M | -17.1% | +78.3% | -95.4% | -25.6% |
| YTD | -1.3% | +50.9% | -52.2% | -9.5% |
| 1Y | +41.1% | +19.7% | +21.4% | +33.5% |
| 3Y | +244.2% | -55.7% | +300.0% | +267.0% |
| 5Y | +120.8% | -82.6% | +203.4% | +156.8% |
| All | +215.4% | +115.6% | +99.8% | +239.0% |
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