+23.6%
PAYX vs FIVN
-82.2%
+105.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.3% |
| 7D | -4.9% | -7.8% | +3.0% | -3.7% |
| 30D | -3.8% | -1.7% | -2.1% | -3.6% |
| 3M | +17.9% | +47.2% | -29.3% | +10.7% |
| 6M | +26.1% | +82.7% | -56.6% | +13.8% |
| YTD | +6.7% | +52.9% | -46.2% | -1.6% |
| 1Y | -10.7% | +17.5% | -28.2% | -15.0% |
| 3Y | +7.0% | -55.8% | +62.8% | +12.5% |
| All | +23.6% | -82.2% | +105.7% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling