+102.5%
PSX vs FIVN
+15.3%
+87.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +1.5% | -11.3% | +12.8% | +1.9% |
| 30D | +15.8% | -7.3% | +23.1% | +16.0% |
| 3M | +43.0% | +41.7% | +1.3% | +40.0% |
| 6M | +61.1% | +78.3% | -17.2% | +57.0% |
| YTD | +104.5% | +50.9% | +53.7% | +100.1% |
| 1Y | +102.5% | +19.7% | +82.9% | +94.6% |
| All | +102.5% | +15.3% | +87.2% | +94.6% |
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 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