+695.9%
PH vs FIVN
+86.2%
+609.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.4% |
| 7D | +4.3% | -2.8% | +7.2% | +4.7% |
| 30D | +0.1% | -17.4% | +17.6% | +2.0% |
| 3M | -9.4% | -19.2% | +9.8% | -7.8% |
| 6M | +8.8% | +29.4% | -20.6% | +2.5% |
| YTD | +9.6% | +36.3% | -26.6% | +0.6% |
| 1Y | +14.4% | +33.5% | -19.0% | +5.3% |
| 3Y | +134.5% | -56.8% | +191.4% | +148.5% |
| 5Y | +204.4% | -83.0% | +287.4% | +254.3% |
| All | +695.9% | +86.2% | +609.6% | +507.4% |
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 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