+50.7%
PFE vs FIVN
+104.7%
-54.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.8% | +0.2% |
| 7D | -3.0% | -22.8% | +19.8% | -1.7% |
| 30D | +5.2% | -21.3% | +26.5% | +6.4% |
| 3M | +12.2% | -14.0% | +26.2% | +12.7% |
| 6M | +17.8% | +31.1% | -13.3% | +15.1% |
| YTD | +26.2% | +40.0% | -13.8% | +22.0% |
| 1Y | +23.2% | +38.1% | -14.9% | +19.1% |
| 3Y | +21.3% | -55.7% | +77.0% | +23.4% |
| 5Y | -23.1% | -82.5% | +59.4% | -19.5% |
| 10Y | +50.7% | +92.4% | -41.7% | +31.4% |
| All | +50.7% | +104.7% | -54.0% | +31.4% |
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