-36.8%
PTC vs FIVN
+13.9%
-50.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -2.6% |
| 7D | -13.6% | -9.6% | -4.0% | -11.4% |
| 30D | -14.7% | -11.9% | -2.7% | -12.1% |
| 3M | -5.9% | +40.1% | -46.0% | -13.4% |
| 6M | -21.1% | +68.3% | -89.5% | -31.0% |
| YTD | -26.0% | +51.5% | -77.5% | -34.0% |
| 1Y | -36.8% | +15.1% | -52.0% | -40.7% |
| All | -36.8% | +13.9% | -50.7% | -40.7% |
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