+116.1%
PAAS vs FIVN
-81.8%
+197.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.5% | +0.2% |
| 7D | +2.0% | -8.2% | +10.2% | +3.3% |
| 30D | -0.1% | -8.1% | +8.0% | +0.9% |
| 3M | +8.2% | +34.9% | -26.7% | +2.6% |
| 6M | -13.8% | +72.6% | -86.4% | -22.8% |
| YTD | -0.6% | +55.8% | -56.4% | -9.9% |
| 1Y | +44.0% | +17.1% | +26.9% | +36.6% |
| 3Y | +246.6% | -54.3% | +300.9% | +275.8% |
| 5Y | +116.1% | -81.6% | +197.6% | +138.7% |
| All | +116.1% | -81.8% | +197.9% | +138.7% |
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