+87.6%
PL vs FIVN
+24.3%
+63.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.2% | -1.2% |
| 7D | -9.3% | -2.3% | -7.0% | -9.3% |
| 30D | -18.9% | +12.4% | -31.3% | -19.1% |
| 3M | -58.4% | +36.0% | -94.4% | -58.0% |
| 6M | -30.3% | +86.0% | -116.3% | -29.8% |
| YTD | -8.1% | +65.9% | -74.0% | -6.2% |
| All | +87.6% | +24.3% | +63.3% | +100.0% |
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