+72.9%
PBR vs FIVN
+55.4%
+17.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.6% | -8.6% | -6.9% |
| 7D | -11.0% | -3.4% | -7.6% | -11.2% |
| 30D | -18.8% | +5.8% | -24.5% | -18.3% |
| 3M | +7.8% | +22.0% | -14.2% | +10.0% |
| 6M | -7.6% | +55.7% | -63.3% | -3.6% |
| YTD | +72.7% | +81.3% | -8.6% | +79.0% |
| 1Y | +72.9% | +58.0% | +15.0% | +75.5% |
| All | +72.9% | +55.4% | +17.5% | +75.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling