+14.4%
PH vs FIVN
+29.8%
-15.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | -0.2% |
| 7D | +4.3% | -2.8% | +7.2% | +4.2% |
| 30D | +0.1% | -17.4% | +17.6% | -0.9% |
| 3M | -9.4% | -19.2% | +9.8% | -10.2% |
| 6M | +8.8% | +29.4% | -20.6% | +12.2% |
| YTD | +9.6% | +36.3% | -26.6% | +15.8% |
| 1Y | +14.4% | +33.5% | -19.0% | +21.0% |
| All | +14.4% | +29.8% | -15.4% | +21.0% |
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