+108.5%
PFG vs FIVN
-82.0%
+190.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.5% |
| 7D | +3.2% | -9.6% | +12.8% | +4.8% |
| 30D | +0.9% | -11.9% | +12.9% | +2.7% |
| 3M | +7.7% | +40.1% | -32.4% | +1.2% |
| 6M | +29.0% | +68.3% | -39.4% | +15.7% |
| YTD | +32.5% | +51.5% | -19.0% | +20.4% |
| 1Y | +47.3% | +15.1% | +32.2% | +39.8% |
| 3Y | +68.2% | -55.6% | +123.8% | +76.8% |
| 5Y | +108.5% | -82.4% | +190.9% | +132.0% |
| All | +108.5% | -82.0% | +190.5% | +132.0% |
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 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