+82.3%
PL vs FIVN
-80.6%
+162.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.2% | -0.3% |
| 7D | -9.3% | -2.3% | -7.0% | -8.6% |
| 30D | -18.9% | +12.4% | -31.3% | -23.5% |
| 3M | -58.4% | +36.0% | -94.4% | -64.1% |
| 6M | -30.3% | +86.0% | -116.3% | -50.1% |
| YTD | -8.1% | +65.9% | -74.0% | -32.3% |
| 1Y | +180.5% | +26.5% | +154.0% | +133.1% |
| 3Y | +444.1% | -54.2% | +498.4% | +606.9% |
| All | +82.3% | -80.6% | +162.8% | +200.9% |
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