-5.3%
PATH vs FIVN
+55.4%
-60.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.3% | +2.1% |
| 7D | -4.8% | -3.4% | -1.4% | -3.2% |
| 30D | +2.7% | +5.8% | -3.1% | -0.4% |
| 3M | -4.2% | +22.0% | -26.2% | -14.2% |
| 6M | +24.7% | +55.7% | -31.0% | -0.7% |
| YTD | -17.6% | +81.3% | -98.9% | -39.4% |
| 1Y | -5.3% | +58.0% | -63.3% | -27.2% |
| All | -5.3% | +55.4% | -60.7% | -27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling