+28.8%
PTC vs FIVN
-56.5%
+85.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.5% |
| 7D | +0.5% | -2.8% | +3.3% | +1.0% |
| 30D | +1.2% | -17.4% | +18.6% | +4.4% |
| 3M | +27.4% | -19.2% | +46.5% | +31.4% |
| 6M | +39.2% | +29.4% | +9.8% | +28.6% |
| YTD | +12.5% | +36.3% | -23.8% | +1.1% |
| 1Y | +12.3% | +33.5% | -21.2% | +1.1% |
| 3Y | +28.8% | -56.8% | +85.7% | +38.3% |
| All | +28.8% | -56.5% | +85.3% | +38.3% |
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