-81.0%
PATH vs FIVN
-83.6%
+2.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.3% | +1.8% |
| 7D | -2.7% | -22.8% | +20.0% | +10.6% |
| 30D | -1.4% | -21.3% | +20.0% | +10.7% |
| 3M | -16.4% | -14.0% | -2.4% | -11.5% |
| 6M | +23.3% | +31.1% | -7.8% | +1.3% |
| YTD | -19.8% | +40.0% | -59.8% | -39.3% |
| 1Y | -8.6% | +38.1% | -46.6% | -30.3% |
| 3Y | -24.0% | -55.7% | +31.6% | +5.8% |
| 5Y | -77.1% | -82.5% | +5.4% | -50.5% |
| All | -81.0% | -83.6% | +2.6% | -58.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling