+399.0%
PSX vs FIVN
+318.5%
+80.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.4% |
| 7D | +4.5% | -2.3% | +6.8% | +4.7% |
| 30D | +26.6% | +12.4% | +14.2% | +25.1% |
| 3M | +39.3% | +36.0% | +3.2% | +35.3% |
| 6M | +56.8% | +86.0% | -29.2% | +47.8% |
| YTD | +101.8% | +65.9% | +35.9% | +91.3% |
| 1Y | +99.6% | +26.5% | +73.1% | +93.0% |
| 3Y | +140.3% | -54.2% | +194.6% | +143.5% |
| 5Y | +339.3% | -80.5% | +419.8% | +358.1% |
| 10Y | +369.9% | +109.6% | +260.2% | +284.6% |
| All | +399.0% | +318.5% | +80.5% | +274.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling