-9.3%
PCOR vs FIVN
-82.9%
+73.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +2.0% |
| 7D | +3.0% | -2.8% | +5.9% | +4.4% |
| 30D | +38.7% | -17.4% | +56.1% | +49.3% |
| 3M | +24.9% | -19.2% | +44.0% | +33.8% |
| 6M | +68.8% | +29.4% | +39.4% | +41.1% |
| YTD | +6.7% | +36.3% | -29.6% | -15.9% |
| 1Y | +3.0% | +33.5% | -30.5% | -18.2% |
| 3Y | +48.6% | -56.8% | +105.5% | +91.0% |
| All | -9.3% | -82.9% | +73.7% | +104.7% |
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