+138.3%
PH vs FIVN
-55.3%
+193.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.7% |
| 7D | +6.9% | -22.8% | +29.7% | +8.9% |
| 30D | +1.7% | -21.3% | +23.0% | +3.3% |
| 3M | -8.1% | -14.0% | +5.8% | -7.7% |
| 6M | +11.5% | +31.1% | -19.6% | +6.3% |
| YTD | +11.4% | +40.0% | -28.6% | +4.0% |
| 1Y | +14.1% | +38.1% | -24.0% | +6.6% |
| All | +138.3% | -55.3% | +193.5% | +155.5% |
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 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