+542.7%
PBR vs FIVN
-82.2%
+624.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -0.9% |
| 7D | +5.4% | -7.8% | +13.2% | +5.7% |
| 30D | +22.9% | -1.7% | +24.6% | +22.9% |
| 3M | +19.6% | +47.2% | -27.6% | +17.3% |
| 6M | +16.5% | +82.7% | -66.2% | +12.6% |
| YTD | +86.7% | +52.9% | +33.7% | +81.8% |
| 1Y | +74.7% | +17.5% | +57.2% | +72.9% |
| 3Y | +102.6% | -55.8% | +158.4% | +105.7% |
| All | +542.7% | -82.2% | +624.9% | +572.5% |
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