+104.3%
PBR vs FIVN
-55.8%
+160.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.2% |
| 7D | +4.2% | -11.3% | +15.5% | +4.7% |
| 30D | +22.7% | -7.3% | +30.0% | +23.0% |
| 3M | +21.5% | +41.7% | -20.2% | +19.3% |
| 6M | +24.0% | +78.3% | -54.3% | +19.7% |
| YTD | +88.2% | +50.9% | +37.4% | +83.3% |
| 1Y | +74.8% | +19.7% | +55.2% | +73.8% |
| All | +104.3% | -55.8% | +160.1% | +111.0% |
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