+47.1%
PPL vs FIVN
-82.9%
+130.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.4% | +1.4% |
| 7D | -0.4% | -2.8% | +2.5% | -0.3% |
| 30D | +2.6% | -17.4% | +20.1% | +3.1% |
| 3M | +0.8% | -19.2% | +20.0% | +1.3% |
| 6M | +1.4% | +29.4% | -27.9% | -0.3% |
| YTD | +4.3% | +36.3% | -32.0% | +1.9% |
| 1Y | +0.8% | +33.5% | -32.7% | -1.6% |
| 3Y | +57.9% | -56.8% | +114.7% | +63.4% |
| All | +47.1% | -82.9% | +130.0% | +52.8% |
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 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