-16.9%
PTEN vs FIVN
+118.5%
-135.4%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.7% | -0.5% |
| 7D | +3.5% | -7.8% | +11.3% | +4.3% |
| 30D | +17.5% | -1.7% | +19.3% | +17.5% |
| 3M | +12.7% | +47.2% | -34.5% | +6.7% |
| 6M | +33.1% | +82.7% | -49.6% | +21.7% |
| YTD | +116.4% | +52.9% | +63.5% | +101.0% |
| 1Y | +141.2% | +17.5% | +123.7% | +131.2% |
| 3Y | -3.8% | -55.8% | +52.0% | -1.5% |
| 5Y | +92.7% | -82.3% | +175.0% | +100.9% |
| All | -16.9% | +118.5% | -135.4% | -22.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling