-22.6%
PAYC vs FIVN
-55.8%
+33.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -10.2% | -11.3% | +1.1% | -6.8% |
| 30D | +2.0% | -7.3% | +9.3% | +4.2% |
| 3M | +58.3% | +41.7% | +16.6% | +39.9% |
| 6M | +64.5% | +78.3% | -13.8% | +33.4% |
| YTD | +36.5% | +50.9% | -14.3% | +15.6% |
| 1Y | -1.3% | +19.7% | -20.9% | -10.5% |
| All | -22.6% | -55.8% | +33.3% | -12.7% |
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