+152.2%
PR vs FIVN
+211.8%
-59.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.9% | +4.8% | +1.2% |
| 7D | -9.5% | -22.4% | +12.9% | -8.1% |
| 30D | -5.7% | -23.8% | +18.1% | -4.2% |
| 3M | +3.0% | -19.5% | +22.5% | +4.0% |
| 6M | +11.8% | +25.6% | -13.8% | +8.5% |
| YTD | +58.5% | +38.4% | +20.1% | +51.5% |
| 1Y | +69.9% | +33.7% | +36.2% | +62.7% |
| 3Y | +84.9% | -56.2% | +141.1% | +86.6% |
| 5Y | +246.4% | -82.9% | +329.4% | +249.2% |
| 10Y | +70.3% | +103.6% | -33.3% | +68.5% |
| All | +152.2% | +211.8% | -59.6% | +149.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling