+349.2%
PAYC vs FIVN
+118.5%
+230.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | 0.0% | +0.8% |
| 7D | -5.5% | -7.8% | +2.3% | -2.4% |
| 30D | +3.8% | -1.7% | +5.5% | +4.4% |
| 3M | +65.8% | +47.2% | +18.6% | +39.0% |
| 6M | +68.7% | +82.7% | -14.0% | +26.4% |
| YTD | +38.3% | +52.9% | -14.6% | +9.7% |
| 1Y | -2.4% | +17.5% | -19.9% | -14.3% |
| 3Y | -21.5% | -55.8% | +34.3% | -3.5% |
| 5Y | -52.7% | -82.3% | +29.6% | -19.7% |
| All | +349.2% | +118.5% | +230.7% | +163.1% |
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