+163.2%
PHM vs FIVN
-82.9%
+246.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.6% |
| 7D | -4.1% | -2.8% | -1.3% | -3.7% |
| 30D | +16.1% | -17.4% | +33.6% | +19.2% |
| 3M | -2.5% | -19.2% | +16.7% | 0.0% |
| 6M | +12.9% | +29.4% | -16.4% | +5.6% |
| YTD | +9.0% | +36.3% | -27.2% | -1.1% |
| 1Y | +8.2% | +33.5% | -25.3% | -1.5% |
| 3Y | +58.4% | -56.8% | +115.3% | +76.0% |
| All | +163.2% | -82.9% | +246.2% | +225.3% |
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