+185.0%
PSA vs FIVN
+292.8%
-107.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.1% | +6.0% | +0.2% |
| 7D | -0.4% | -8.2% | +7.8% | +0.1% |
| 30D | -8.2% | -8.1% | 0.0% | -7.8% |
| 3M | -2.1% | +34.9% | -37.0% | -4.3% |
| 6M | -0.2% | +72.6% | -72.8% | -4.5% |
| YTD | +18.5% | +55.8% | -37.3% | +13.8% |
| 1Y | +6.6% | +17.1% | -10.6% | +4.2% |
| 3Y | +24.5% | -54.3% | +78.8% | +27.7% |
| 5Y | +13.6% | -81.6% | +95.1% | +19.9% |
| 10Y | +102.0% | +109.2% | -7.2% | +86.8% |
| All | +185.0% | +292.8% | -107.9% | +154.3% |
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