+23.1%
PH vs FIVN
+15.3%
+7.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -3.1% | -11.3% | +8.2% | -3.9% |
| 30D | -11.8% | -7.3% | -4.5% | -12.1% |
| 3M | +6.9% | +41.7% | -34.8% | +10.1% |
| 6M | -1.3% | +78.3% | -79.5% | +2.8% |
| YTD | +7.0% | +50.9% | -43.9% | +11.9% |
| 1Y | +23.1% | +19.7% | +3.4% | +29.5% |
| All | +23.1% | +15.3% | +7.8% | +29.5% |
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