+9.1%
PSLV vs FIVN
+55.4%
-46.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.6% | +4.4% | +5.9% |
| 7D | -2.6% | -3.4% | +0.8% | -2.4% |
| 30D | -14.2% | +5.8% | -19.9% | -14.5% |
| 3M | -12.2% | +22.0% | -34.3% | -13.2% |
| 6M | -28.1% | +55.7% | -83.8% | -29.5% |
| YTD | -28.2% | +81.3% | -109.5% | -31.1% |
| 1Y | +9.1% | +58.0% | -48.8% | +7.0% |
| All | +9.1% | +55.4% | -46.3% | +7.0% |
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