-75.2%
PCG vs FIVN
+103.9%
-179.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -6.1% | +9.8% | +4.3% |
| 7D | +5.4% | -8.2% | +13.6% | +6.3% |
| 30D | -15.1% | -8.1% | -7.0% | -14.5% |
| 3M | -9.8% | +34.9% | -44.7% | -13.5% |
| 6M | -18.0% | +72.6% | -90.6% | -24.4% |
| YTD | -7.2% | +55.8% | -63.0% | -13.8% |
| 1Y | +2.9% | +17.1% | -14.3% | -1.2% |
| 3Y | -11.1% | -54.3% | +43.2% | -6.2% |
| 5Y | +61.8% | -81.6% | +143.3% | +86.1% |
| 10Y | -75.2% | +109.2% | -184.3% | -78.1% |
| All | -75.2% | +103.9% | -179.0% | -78.1% |
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 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