+1,688.0%
PWR vs FIVN
+292.8%
+1,395.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.1% | +8.5% | +3.0% |
| 7D | +4.5% | -8.2% | +12.8% | +5.4% |
| 30D | -4.9% | -8.1% | +3.2% | -4.3% |
| 3M | -7.9% | +34.9% | -42.8% | -11.5% |
| 6M | +18.3% | +72.6% | -54.3% | +9.4% |
| YTD | +51.5% | +55.8% | -4.3% | +40.9% |
| 1Y | +70.3% | +17.1% | +53.2% | +63.6% |
| 3Y | +210.6% | -54.3% | +264.9% | +223.5% |
| 5Y | +456.7% | -81.6% | +538.2% | +520.2% |
| 10Y | +2,396.1% | +109.2% | +2,286.9% | +1,909.9% |
| All | +1,688.0% | +292.8% | +1,395.2% | +1,211.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling