-17.0%
PPG vs FIVN
-55.2%
+38.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -0.9% | +0.3% |
| 7D | -6.2% | -7.8% | +1.6% | -5.3% |
| 30D | -7.9% | -1.7% | -6.2% | -7.9% |
| 3M | -10.2% | +47.2% | -57.4% | -15.1% |
| 6M | +2.7% | +82.7% | -80.1% | -7.7% |
| YTD | +4.9% | +52.9% | -48.0% | -3.3% |
| 1Y | -3.2% | +17.5% | -20.7% | -6.4% |
| 3Y | -17.0% | -55.8% | +38.8% | -12.8% |
| All | -17.0% | -55.2% | +38.2% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling