+143.4%
PEG vs FIVN
+118.5%
+24.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.2% |
| 7D | -0.9% | -7.8% | +7.0% | -0.6% |
| 30D | -3.7% | -1.7% | -2.0% | -3.7% |
| 3M | -7.3% | +47.2% | -54.5% | -8.9% |
| 6M | -10.5% | +82.7% | -93.2% | -13.3% |
| YTD | -7.5% | +52.9% | -60.4% | -9.8% |
| 1Y | -8.7% | +17.5% | -26.2% | -9.9% |
| 3Y | +31.4% | -55.8% | +87.2% | +34.9% |
| 5Y | +37.8% | -82.3% | +120.1% | +45.1% |
| All | +143.4% | +118.5% | +24.9% | +121.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling