+39.4%
PPL vs FIVN
-80.6%
+120.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.1% |
| 7D | +2.7% | -2.3% | +5.0% | +2.7% |
| 30D | +0.5% | +12.4% | -11.9% | -0.1% |
| 3M | +0.7% | +36.0% | -35.4% | -0.8% |
| 6M | -7.6% | +86.0% | -93.6% | -10.4% |
| YTD | +1.8% | +65.9% | -64.1% | -0.9% |
| 1Y | -0.8% | +26.5% | -27.3% | -2.2% |
| 3Y | +56.9% | -54.2% | +111.1% | +62.7% |
| All | +39.4% | -80.6% | +120.0% | +42.0% |
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