+24.1%
PFE vs FIVN
+27.5%
-3.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -1.2% |
| 7D | +1.8% | -2.3% | +4.0% | +1.8% |
| 30D | +10.2% | +12.4% | -2.2% | +9.9% |
| 3M | +12.7% | +36.0% | -23.3% | +11.9% |
| 6M | +10.5% | +86.0% | -75.4% | +8.8% |
| YTD | +20.2% | +65.9% | -45.8% | +17.8% |
| 1Y | +24.1% | +26.5% | -2.4% | +17.4% |
| All | +24.1% | +27.5% | -3.4% | +17.4% |
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