-22.9%
PATH vs FIVN
-56.5%
+33.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.4% | +2.7% |
| 7D | +2.1% | -2.8% | +4.9% | +3.4% |
| 30D | +1.6% | -17.4% | +19.0% | +9.6% |
| 3M | -20.4% | -19.2% | -1.3% | -13.9% |
| 6M | +40.1% | +29.4% | +10.8% | +20.3% |
| YTD | -19.0% | +36.3% | -55.3% | -34.2% |
| 1Y | -5.8% | +33.5% | -39.3% | -22.7% |
| 3Y | -22.9% | -56.8% | +33.9% | +7.0% |
| All | -22.9% | -56.5% | +33.5% | +7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling