+96.9%
PSX vs FIVN
+55.4%
+41.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -4.5% |
| 7D | -5.2% | -3.4% | -1.8% | -5.1% |
| 30D | -3.7% | +5.8% | -9.5% | -3.8% |
| 3M | +26.8% | +22.0% | +4.7% | +26.1% |
| 6M | +47.3% | +55.7% | -8.4% | +44.4% |
| YTD | +105.4% | +81.3% | +24.1% | +100.2% |
| 1Y | +96.9% | +58.0% | +38.9% | +94.8% |
| All | +96.9% | +55.4% | +41.5% | +94.8% |
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