+40.0%
PATH vs FIVN
+27.5%
+12.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.4% | -14.2% | -15.4% |
| 7D | -16.3% | -2.3% | -14.0% | -15.1% |
| 30D | +9.9% | +12.4% | -2.5% | +3.4% |
| 3M | +30.2% | +36.0% | -5.9% | +10.9% |
| 6M | +37.2% | +86.0% | -48.8% | -0.9% |
| YTD | -7.3% | +65.9% | -73.3% | -28.5% |
| 1Y | +40.0% | +26.5% | +13.5% | +35.1% |
| All | +40.0% | +27.5% | +12.5% | +35.1% |
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