+140.8%
PH vs FIVN
-55.5%
+196.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | -0.1% |
| 7D | +0.4% | -8.2% | +8.6% | +1.2% |
| 30D | -10.8% | -8.1% | -2.7% | -10.2% |
| 3M | +8.5% | +34.9% | -26.4% | +4.3% |
| 6M | +3.9% | +72.6% | -68.7% | -4.7% |
| YTD | +9.4% | +55.8% | -46.3% | +1.7% |
| 1Y | +26.8% | +17.1% | +9.6% | +24.7% |
| 3Y | +140.8% | -54.3% | +195.1% | +164.6% |
| All | +140.8% | -55.5% | +196.3% | +164.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling