+166.9%
PSLV vs FIVN
-55.2%
+222.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | +0.2% |
| 7D | -3.5% | -7.8% | +4.4% | -3.0% |
| 30D | -2.1% | -1.7% | -0.4% | -2.1% |
| 3M | -1.6% | +47.2% | -48.8% | -4.0% |
| 6M | -25.5% | +82.7% | -108.2% | -28.8% |
| YTD | -11.4% | +52.9% | -64.3% | -14.7% |
| 1Y | +48.6% | +17.5% | +31.1% | +45.3% |
| 3Y | +166.9% | -55.8% | +222.7% | +173.9% |
| All | +166.9% | -55.2% | +222.1% | +173.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling