+66.2%
PWR vs FIVN
+27.5%
+38.7%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +0.6% |
| 7D | +3.6% | -2.3% | +5.9% | +3.5% |
| 30D | -8.6% | +12.4% | -21.0% | -8.1% |
| 3M | -13.2% | +36.0% | -49.2% | -11.1% |
| 6M | +9.9% | +86.0% | -76.1% | +12.1% |
| YTD | +48.0% | +65.9% | -17.9% | +52.0% |
| 1Y | +66.2% | +26.5% | +39.7% | +75.8% |
| All | +66.2% | +27.5% | +38.7% | +75.8% |
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