+35.2%
PFE vs FIVN
+105.2%
-70.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.7% | +0.1% |
| 7D | -4.3% | -9.6% | +5.3% | -3.7% |
| 30D | +2.7% | -11.9% | +14.6% | +3.4% |
| 3M | +10.0% | +40.1% | -30.1% | +7.6% |
| 6M | +7.2% | +68.3% | -61.2% | +3.2% |
| YTD | +17.3% | +51.5% | -34.1% | +13.4% |
| 1Y | +20.3% | +15.1% | +5.2% | +18.0% |
| 3Y | -1.6% | -55.6% | +53.9% | +0.3% |
| 5Y | -21.4% | -82.4% | +61.1% | -17.5% |
| 10Y | +35.2% | +114.5% | -79.2% | +19.5% |
| All | +35.2% | +105.2% | -70.0% | +19.5% |
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