+376.4%
PAAS vs FIVN
+318.5%
+57.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | 0.0% | -2.1% |
| 7D | -2.9% | -2.3% | -0.6% | -2.6% |
| 30D | +6.8% | +12.4% | -5.6% | +5.1% |
| 3M | -2.9% | +36.0% | -38.9% | -6.9% |
| 6M | -16.4% | +86.0% | -102.4% | -23.8% |
| YTD | 0.0% | +65.9% | -65.9% | -7.8% |
| 1Y | +54.3% | +26.5% | +27.8% | +46.6% |
| 3Y | +230.7% | -54.2% | +284.9% | +245.7% |
| 5Y | +111.6% | -80.5% | +192.1% | +133.1% |
| 10Y | +211.7% | +109.6% | +102.1% | +216.6% |
| All | +376.4% | +318.5% | +57.9% | +351.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling