+92.5%
PR vs FIVN
-55.1%
+147.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +2.0% |
| 7D | +6.7% | -17.4% | +24.1% | +8.6% |
| 30D | -6.1% | -20.4% | +14.2% | -4.2% |
| 3M | +6.9% | -9.6% | +16.5% | +6.9% |
| 6M | +14.6% | +34.7% | -20.1% | +7.1% |
| YTD | +66.1% | +40.6% | +25.5% | +52.2% |
| 1Y | +77.0% | +34.3% | +42.7% | +63.4% |
| All | +92.5% | -55.1% | +147.6% | +95.6% |
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