-22.2%
PFE vs FIVN
-81.8%
+59.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.1% | +3.8% | -2.0% |
| 7D | -2.7% | -8.2% | +5.6% | -2.2% |
| 30D | +3.8% | -8.1% | +12.0% | +4.3% |
| 3M | +10.4% | +34.9% | -24.5% | +8.4% |
| 6M | +6.3% | +72.6% | -66.4% | +2.5% |
| YTD | +17.4% | +55.8% | -38.4% | +13.6% |
| 1Y | +21.1% | +17.1% | +4.0% | +19.0% |
| 3Y | -1.6% | -54.3% | +52.7% | -0.6% |
| 5Y | -22.2% | -81.6% | +59.4% | -25.1% |
| All | -22.2% | -81.8% | +59.7% | -25.1% |
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 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