-81.2%
PATH vs FIVN
-83.5%
+2.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -17.6% | +17.6% | +9.7% |
| 7D | -5.3% | -22.6% | +17.3% | +7.7% |
| 30D | -0.5% | -16.8% | +16.2% | +8.1% |
| 3M | -7.1% | -0.9% | -6.3% | -10.1% |
| 6M | +23.8% | +28.4% | -4.6% | +3.0% |
| YTD | -20.7% | +40.2% | -60.9% | -39.9% |
| 1Y | -8.1% | +30.5% | -38.6% | -27.8% |
| 3Y | -21.8% | -56.2% | +34.4% | +10.0% |
| 5Y | -76.8% | -81.0% | +4.1% | -50.9% |
| All | -81.2% | -83.5% | +2.4% | -59.1% |
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 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