+69.9%
PFG vs FIVN
-55.8%
+125.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -3.0% | -11.3% | +8.3% | -1.2% |
| 30D | +2.5% | -7.3% | +9.8% | +3.5% |
| 3M | +6.1% | +41.7% | -35.6% | -0.7% |
| 6M | +31.3% | +78.3% | -47.0% | +15.8% |
| YTD | +33.6% | +50.9% | -17.3% | +21.1% |
| 1Y | +48.5% | +19.7% | +28.9% | +40.3% |
| All | +69.9% | -55.8% | +125.7% | +73.2% |
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