+90.1%
PEP vs FIVN
+104.7%
-14.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | +0.2% |
| 7D | +1.1% | -22.8% | +23.8% | +2.2% |
| 30D | +13.6% | -21.3% | +34.9% | +14.7% |
| 3M | +5.1% | -14.0% | +19.1% | +5.5% |
| 6M | -1.6% | +31.1% | -32.7% | -3.6% |
| YTD | +3.3% | +40.0% | -36.7% | +0.4% |
| 1Y | +3.2% | +38.1% | -34.8% | +0.3% |
| 3Y | -3.9% | -55.7% | +51.8% | -1.5% |
| 5Y | +4.0% | -82.5% | +86.6% | +11.8% |
| 10Y | +90.1% | +92.4% | -2.3% | +77.6% |
| All | +90.1% | +104.7% | -14.6% | +77.6% |
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