+216.0%
PH vs FIVN
-82.8%
+298.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.7% |
| 7D | +6.9% | -22.8% | +29.7% | +9.7% |
| 30D | +1.7% | -21.3% | +23.0% | +4.0% |
| 3M | -8.1% | -14.0% | +5.8% | -7.5% |
| 6M | +11.5% | +31.1% | -19.6% | +5.1% |
| YTD | +11.4% | +40.0% | -28.6% | +2.1% |
| 1Y | +14.1% | +38.1% | -24.0% | +4.7% |
| 3Y | +138.2% | -55.7% | +193.9% | +154.1% |
| 5Y | +216.0% | -82.5% | +298.5% | +253.5% |
| All | +216.0% | -82.8% | +298.8% | +253.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling