+6.6%
PL vs FIVN
+36.6%
-30.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.7% |
| 7D | +5.6% | -22.4% | +28.0% | +5.8% |
| 30D | -16.9% | -23.8% | +6.8% | -16.9% |
| 3M | -38.2% | -19.5% | -18.7% | -38.2% |
| 6M | -63.4% | +25.6% | -89.0% | -62.4% |
| YTD | -27.6% | +38.4% | -66.0% | -24.9% |
| 1Y | +6.6% | +33.7% | -27.1% | +10.4% |
| All | +6.6% | +36.6% | -30.1% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling