+54.5%
PCG vs FIVN
-80.6%
+135.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.9% | +2.6% |
| 7D | -13.9% | -2.3% | -11.6% | -13.7% |
| 30D | -16.9% | +12.4% | -29.3% | -17.9% |
| 3M | -14.7% | +36.0% | -50.8% | -17.5% |
| 6M | -23.8% | +86.0% | -109.8% | -28.9% |
| YTD | -10.5% | +65.9% | -76.4% | -15.8% |
| 1Y | -5.1% | +26.5% | -31.6% | -8.3% |
| 3Y | -11.6% | -54.2% | +42.6% | -6.3% |
| All | +54.5% | -80.6% | +135.0% | +70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling