+438.6%
PWR vs FIVN
-82.6%
+521.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | -0.2% | -11.3% | +11.1% | +0.9% |
| 30D | -7.7% | -7.3% | -0.4% | -7.2% |
| 3M | -4.9% | +41.7% | -46.6% | -9.3% |
| 6M | +9.7% | +78.3% | -68.5% | +0.5% |
| YTD | +46.7% | +50.9% | -4.2% | +36.5% |
| 1Y | +58.7% | +19.7% | +39.1% | +52.5% |
| 3Y | +200.7% | -55.7% | +256.5% | +218.4% |
| 5Y | +438.6% | -82.6% | +521.1% | +549.4% |
| All | +438.6% | -82.6% | +521.2% | +549.4% |
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