+312.1%
PAYX vs FIVN
+280.5%
+31.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | -7.9% | -11.3% | +3.4% | -6.4% |
| 30D | -5.0% | -7.3% | +2.2% | -4.1% |
| 3M | +15.1% | +41.7% | -26.6% | +9.3% |
| 6M | +23.9% | +78.3% | -54.3% | +13.2% |
| YTD | +6.2% | +50.9% | -44.7% | -1.2% |
| 1Y | -9.6% | +19.7% | -29.3% | -13.7% |
| 3Y | +5.8% | -55.7% | +61.6% | +11.1% |
| 5Y | +22.0% | -82.6% | +104.5% | +38.3% |
| 10Y | +165.1% | +113.6% | +51.5% | +124.5% |
| All | +312.1% | +280.5% | +31.6% | +234.5% |
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