+68.8%
PAAS vs FIVN
-82.4%
+151.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -17.6% | +19.1% | +4.0% |
| 7D | +8.4% | -22.6% | +31.0% | +12.1% |
| 30D | -7.2% | -16.8% | +9.6% | -5.1% |
| 3M | -14.0% | -0.9% | -13.1% | -15.1% |
| 6M | -26.8% | +28.4% | -55.2% | -31.0% |
| YTD | -19.8% | +40.2% | -60.0% | -27.0% |
| 1Y | +22.8% | +30.5% | -7.7% | +13.1% |
| 3Y | +183.6% | -56.2% | +239.9% | +208.2% |
| All | +68.8% | -82.4% | +151.1% | +110.5% |
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