+51.0%
PPL vs FIVN
-55.8%
+106.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -1.8% | -11.3% | +9.5% | -1.6% |
| 30D | -2.2% | -7.3% | +5.1% | -2.1% |
| 3M | -3.1% | +41.7% | -44.7% | -3.6% |
| 6M | -8.1% | +78.3% | -86.4% | -9.2% |
| YTD | 0.0% | +50.9% | -50.8% | -0.8% |
| 1Y | -1.3% | +19.7% | -21.0% | -1.5% |
| All | +51.0% | -55.8% | +106.8% | +55.9% |
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 2023-09-10 to 2026-09-10: 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling