-77.5%
PSKY vs FIVN
+318.5%
-396.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.3% |
| 7D | -0.2% | -2.3% | +2.1% | +0.2% |
| 30D | +24.0% | +12.4% | +11.6% | +21.3% |
| 3M | +2.2% | +36.0% | -33.8% | -3.4% |
| 6M | -9.0% | +86.0% | -94.9% | -18.6% |
| YTD | -18.1% | +65.9% | -84.1% | -26.1% |
| 1Y | -25.1% | +26.5% | -51.6% | -29.8% |
| 3Y | -16.3% | -54.2% | +37.9% | -11.2% |
| 5Y | -70.4% | -80.5% | +10.1% | -66.8% |
| 10Y | -74.2% | +109.6% | -183.8% | -77.5% |
| All | -77.5% | +318.5% | -396.0% | -81.6% |
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