+40.1%
PYPL vs FIVN
+118.5%
-78.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.3% |
| 7D | -2.3% | -7.8% | +5.6% | +0.2% |
| 30D | -9.0% | -1.7% | -7.3% | -8.8% |
| 3M | +30.6% | +47.2% | -16.6% | +12.9% |
| 6M | +18.6% | +82.7% | -64.2% | -7.4% |
| YTD | -7.2% | +52.9% | -60.1% | -23.8% |
| 1Y | -19.3% | +17.5% | -36.7% | -28.0% |
| 3Y | -12.3% | -55.8% | +43.5% | +2.0% |
| 5Y | -80.9% | -82.3% | +1.4% | -71.6% |
| All | +40.1% | +118.5% | -78.4% | +17.2% |
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