-38.3%
PSKY vs FIVN
+20.3%
-58.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.8% | +2.0% |
| 7D | -2.4% | -7.8% | +5.5% | -1.7% |
| 30D | +11.6% | -1.7% | +13.3% | +11.7% |
| 3M | +1.5% | +47.2% | -45.7% | -2.8% |
| 6M | +7.7% | +82.7% | -75.0% | +0.1% |
| YTD | -20.1% | +52.9% | -73.0% | -25.8% |
| 1Y | -38.3% | +17.5% | -55.8% | -40.8% |
| All | -38.3% | +20.3% | -58.6% | -40.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling