+156.2%
PSX vs FIVN
-56.5%
+212.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.8% | +1.1% |
| 7D | +7.8% | -2.8% | +10.7% | +8.1% |
| 30D | -10.9% | -17.4% | +6.5% | -9.4% |
| 3M | +14.5% | -19.2% | +33.7% | +16.2% |
| 6M | +56.1% | +29.4% | +26.8% | +47.5% |
| YTD | +109.6% | +36.3% | +73.3% | +94.5% |
| 1Y | +95.5% | +33.5% | +62.1% | +81.8% |
| 3Y | +156.2% | -56.8% | +213.0% | +147.4% |
| All | +156.2% | -56.5% | +212.7% | +147.4% |
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