+87.0%
PR vs FIVN
+55.4%
+31.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.6% | -8.2% | -6.5% |
| 7D | -12.1% | -3.4% | -8.7% | -12.2% |
| 30D | +0.9% | +5.8% | -4.9% | +1.1% |
| 3M | +10.1% | +22.0% | -11.9% | +11.0% |
| 6M | +1.1% | +55.7% | -54.6% | +2.4% |
| YTD | +63.7% | +81.3% | -17.6% | +62.5% |
| 1Y | +87.0% | +58.0% | +29.1% | +82.3% |
| All | +87.0% | +55.4% | +31.6% | +82.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling