+19.0%
PM vs FIVN
+15.3%
+3.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.2% |
| 7D | +1.9% | -11.3% | +13.2% | +1.5% |
| 30D | +1.9% | -7.3% | +9.2% | +1.6% |
| 3M | +4.6% | +41.7% | -37.1% | +6.5% |
| 6M | +11.7% | +78.3% | -66.6% | +15.6% |
| YTD | +20.4% | +50.9% | -30.5% | +22.5% |
| 1Y | +19.0% | +19.7% | -0.7% | +18.1% |
| All | +19.0% | +15.3% | +3.7% | +18.1% |
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