+251.1%
PH vs FIVN
-82.0%
+333.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.3% |
| 7D | 0.0% | -9.6% | +9.6% | +1.2% |
| 30D | -10.3% | -11.9% | +1.6% | -9.1% |
| 3M | +5.1% | +40.1% | -35.0% | -0.3% |
| 6M | +2.3% | +68.3% | -66.1% | -7.1% |
| YTD | +8.7% | +51.5% | -42.8% | -0.2% |
| 1Y | +26.8% | +15.1% | +11.6% | +21.7% |
| 3Y | +139.2% | -55.6% | +194.8% | +156.6% |
| 5Y | +251.1% | -82.4% | +333.5% | +303.7% |
| All | +251.1% | -82.0% | +333.1% | +303.7% |
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