+54.0%
PPL vs FIVN
+103.9%
-49.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.1% | +6.0% | +0.1% |
| 7D | +1.8% | -8.2% | +10.0% | +2.1% |
| 30D | -1.1% | -8.1% | +7.0% | -0.8% |
| 3M | 0.0% | +34.9% | -34.9% | -1.3% |
| 6M | -7.6% | +72.6% | -80.2% | -10.0% |
| YTD | +1.7% | +55.8% | -54.0% | -0.6% |
| 1Y | +1.5% | +17.1% | -15.6% | +0.3% |
| 3Y | +55.3% | -54.3% | +109.6% | +58.6% |
| 5Y | +37.7% | -81.6% | +119.3% | +43.4% |
| 10Y | +54.0% | +109.2% | -55.2% | +38.2% |
| All | +54.0% | +103.9% | -49.9% | +38.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling