+415.3%
PR vs FIVN
-80.6%
+495.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +15.6% |
| 3M | +16.9% | +36.0% | -19.2% | +10.7% |
| 6M | +28.2% | +86.0% | -57.8% | +14.5% |
| YTD | +69.3% | +65.9% | +3.4% | +52.9% |
| 1Y | +69.5% | +26.5% | +43.0% | +59.7% |
| 3Y | +81.7% | -54.2% | +135.9% | +90.8% |
| All | +415.3% | -80.6% | +495.8% | +478.5% |
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 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