+78.3%
PR vs FIVN
+16.7%
+61.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.1% | +7.4% | +1.2% |
| 7D | -0.6% | -8.2% | +7.6% | -0.7% |
| 30D | +17.4% | -8.1% | +25.5% | +17.3% |
| 3M | +21.8% | +34.9% | -13.1% | +22.0% |
| 6M | +27.6% | +72.6% | -45.0% | +28.1% |
| YTD | +71.4% | +55.8% | +15.7% | +70.1% |
| 1Y | +78.3% | +17.1% | +61.2% | +69.5% |
| All | +78.3% | +16.7% | +61.6% | +69.5% |
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