-7.2%
PTC vs FIVN
-55.5%
+48.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -6.1% | +0.6% | -4.1% |
| 7D | -12.8% | -8.2% | -4.6% | -11.1% |
| 30D | -9.8% | -8.1% | -1.7% | -8.1% |
| 3M | -2.1% | +34.9% | -37.0% | -8.9% |
| 6M | -18.1% | +72.6% | -90.7% | -28.6% |
| YTD | -23.5% | +55.8% | -79.3% | -32.2% |
| 1Y | -37.4% | +17.1% | -54.5% | -41.3% |
| 3Y | -7.2% | -54.3% | +47.1% | -4.0% |
| All | -7.2% | -55.5% | +48.3% | -4.0% |
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