+85.0%
PR vs FIVN
-52.8%
+137.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.3% |
| 7D | +2.9% | -2.3% | +5.2% | +3.2% |
| 30D | +18.0% | +12.4% | +5.6% | +15.8% |
| 3M | +16.9% | +36.0% | -19.2% | +11.2% |
| 6M | +28.2% | +86.0% | -57.8% | +15.0% |
| YTD | +69.3% | +65.9% | +3.4% | +53.8% |
| 1Y | +69.5% | +26.5% | +43.0% | +62.2% |
| All | +85.0% | -52.8% | +137.8% | +77.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling