+63.3%
PYPL vs FIVN
+399.5%
-336.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.6% |
| 7D | +0.1% | -2.8% | +2.9% | +0.8% |
| 30D | +5.7% | -17.4% | +23.1% | +10.3% |
| 3M | -1.9% | -19.2% | +17.3% | +2.1% |
| 6M | +31.8% | +29.4% | +2.5% | +16.6% |
| YTD | +2.4% | +36.3% | -33.8% | -13.5% |
| 1Y | -8.2% | +33.5% | -41.7% | -22.2% |
| 3Y | +10.2% | -56.8% | +67.0% | +24.8% |
| 5Y | -71.2% | -83.0% | +11.8% | -59.0% |
| 10Y | +49.6% | +87.3% | -37.7% | +26.4% |
| All | +63.3% | +399.5% | -336.2% | +20.8% |
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 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