+73.2%
PR vs FIVN
-55.4%
+128.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -17.6% | +19.6% | +3.8% |
| 7D | -16.4% | -22.6% | +6.2% | -14.2% |
| 30D | -1.9% | -16.8% | +14.9% | -0.3% |
| 3M | +8.0% | -0.9% | +8.8% | +6.4% |
| 6M | +4.1% | +28.4% | -24.3% | -2.1% |
| YTD | +58.7% | +40.2% | +18.4% | +45.3% |
| 1Y | +75.8% | +30.5% | +45.3% | +62.9% |
| 3Y | +73.2% | -56.2% | +129.4% | +72.8% |
| All | +73.2% | -55.4% | +128.5% | +72.8% |
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