+1,367.0%
PAYC vs FIVN
+322.0%
+1,045.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -6.1% | +0.7% | -3.2% |
| 7D | -7.9% | -8.2% | +0.3% | -4.9% |
| 30D | +2.1% | -8.1% | +10.3% | +5.1% |
| 3M | +61.8% | +34.9% | +26.9% | +42.2% |
| 6M | +59.9% | +72.6% | -12.7% | +26.0% |
| YTD | +38.5% | +55.8% | -17.3% | +11.7% |
| 1Y | -1.4% | +17.1% | -18.5% | -12.2% |
| 3Y | -21.0% | -54.3% | +33.3% | -6.3% |
| 5Y | -52.9% | -81.6% | +28.6% | -26.7% |
| 10Y | +332.8% | +109.2% | +223.6% | +210.2% |
| All | +1,367.0% | +322.0% | +1,045.0% | +771.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling