+76.2%
PTEN vs FIVN
-82.2%
+158.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.7% | -0.6% |
| 7D | +3.5% | -7.8% | +11.3% | +4.8% |
| 30D | +17.5% | -1.7% | +19.3% | +17.5% |
| 3M | +12.7% | +47.2% | -34.5% | +3.2% |
| 6M | +33.1% | +82.7% | -49.6% | +14.9% |
| YTD | +116.4% | +52.9% | +63.5% | +91.8% |
| 1Y | +141.2% | +17.5% | +123.7% | +126.0% |
| 3Y | -3.8% | -55.8% | +52.0% | +2.4% |
| All | +76.2% | -82.2% | +158.4% | +118.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling