+26.8%
PL vs FIVN
-84.1%
+110.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -17.6% | +28.0% | +16.4% |
| 7D | -6.8% | -22.6% | +15.8% | +0.6% |
| 30D | -29.3% | -16.8% | -12.5% | -25.7% |
| 3M | -44.8% | -0.9% | -43.9% | -46.6% |
| 6M | -68.4% | +28.4% | -96.8% | -73.0% |
| YTD | -36.4% | +40.2% | -76.6% | -50.6% |
| 1Y | +0.7% | +30.5% | -29.8% | -19.9% |
| 3Y | +455.3% | -56.2% | +511.5% | +595.0% |
| 5Y | +22.7% | -81.0% | +103.7% | +90.6% |
| All | +26.8% | -84.1% | +110.9% | +96.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling