-76.7%
PCG vs FIVN
+109.8%
-186.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +1.0% |
| 7D | -1.1% | -19.3% | +18.2% | +1.0% |
| 30D | +0.1% | -20.7% | +20.8% | +2.2% |
| 3M | -24.4% | -15.1% | -9.4% | -23.8% |
| 6M | -17.7% | +30.6% | -48.3% | -21.4% |
| YTD | -17.4% | +44.0% | -61.4% | -23.1% |
| 1Y | -19.4% | +45.5% | -64.9% | -25.1% |
| 3Y | -18.6% | -52.8% | +34.2% | -15.1% |
| 5Y | +10.2% | -82.6% | +92.9% | +27.1% |
| 10Y | -76.7% | +109.4% | -186.0% | -78.9% |
| All | -76.7% | +109.8% | -186.5% | -78.9% |
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