-65.8%
PCG vs FIVN
+249.1%
-314.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.9% | +4.6% | +1.0% |
| 7D | -0.5% | -22.4% | +22.0% | +1.7% |
| 30D | +0.8% | -23.8% | +24.5% | +2.9% |
| 3M | -22.0% | -19.5% | -2.5% | -21.1% |
| 6M | -17.1% | +25.6% | -42.7% | -20.0% |
| YTD | -16.9% | +38.4% | -55.3% | -21.4% |
| 1Y | -19.1% | +33.7% | -52.7% | -23.3% |
| 3Y | -19.4% | -56.2% | +36.7% | -16.2% |
| 5Y | +9.0% | -82.9% | +91.9% | +21.3% |
| 10Y | -76.2% | +103.6% | -179.8% | -77.7% |
| All | -65.8% | +249.1% | -314.9% | -69.1% |
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 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