+2,521.4%
PWR vs FIVN
+118.5%
+2,402.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.8% | +5.0% |
| 7D | +4.2% | -7.8% | +12.0% | +5.0% |
| 30D | -4.0% | -1.7% | -2.3% | -4.0% |
| 3M | -4.8% | +47.2% | -52.0% | -9.4% |
| 6M | +14.6% | +82.7% | -68.1% | +5.2% |
| YTD | +54.2% | +52.9% | +1.3% | +43.8% |
| 1Y | +67.1% | +17.5% | +49.6% | +60.7% |
| 3Y | +218.5% | -55.8% | +274.3% | +233.6% |
| 5Y | +466.3% | -82.3% | +548.6% | +535.2% |
| All | +2,521.4% | +118.5% | +2,402.9% | +2,069.9% |
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