+81.5%
PFG vs FIVN
-55.1%
+136.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | +0.1% | -17.4% | +17.6% | +2.6% |
| 30D | +5.0% | -20.4% | +25.3% | +7.9% |
| 3M | +0.1% | -9.6% | +9.7% | +0.4% |
| 6M | +13.8% | +34.7% | -20.9% | +5.9% |
| YTD | +31.2% | +40.6% | -9.4% | +19.3% |
| 1Y | +37.1% | +34.3% | +2.8% | +25.5% |
| All | +81.5% | -55.1% | +136.6% | +79.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling