+221.7%
PR vs FIVN
-81.1%
+302.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -17.6% | +19.6% | +4.1% |
| 7D | -16.4% | -22.6% | +6.2% | -13.9% |
| 30D | -1.9% | -16.8% | +14.9% | -0.1% |
| 3M | +8.0% | -0.9% | +8.8% | +6.4% |
| 6M | +4.1% | +28.4% | -24.3% | -2.2% |
| YTD | +58.7% | +40.2% | +18.4% | +44.8% |
| 1Y | +75.8% | +30.5% | +45.3% | +61.9% |
| 3Y | +73.2% | -56.2% | +129.4% | +81.5% |
| All | +221.7% | -81.1% | +302.9% | +265.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling