+246.6%
PAAS vs FIVN
-55.5%
+302.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.5% | 0.0% |
| 7D | +2.0% | -8.2% | +10.2% | +2.9% |
| 30D | -0.1% | -8.1% | +8.0% | +0.7% |
| 3M | +8.2% | +34.9% | -26.7% | +4.1% |
| 6M | -13.8% | +72.6% | -86.4% | -20.7% |
| YTD | -0.6% | +55.8% | -56.4% | -7.7% |
| 1Y | +44.0% | +17.1% | +26.9% | +38.7% |
| 3Y | +246.6% | -54.3% | +300.9% | +272.8% |
| All | +246.6% | -55.5% | +302.1% | +272.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling