+290.6%
PFG vs FIVN
+318.5%
-27.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.3% |
| 7D | +5.5% | -2.3% | +7.8% | +5.8% |
| 30D | +2.4% | +12.4% | -10.0% | +0.7% |
| 3M | +13.6% | +36.0% | -22.4% | +9.1% |
| 6M | +27.9% | +86.0% | -58.1% | +17.6% |
| YTD | +35.6% | +65.9% | -30.4% | +25.8% |
| 1Y | +48.5% | +26.5% | +22.0% | +41.6% |
| 3Y | +66.9% | -54.2% | +121.1% | +71.4% |
| 5Y | +111.0% | -80.5% | +191.4% | +124.9% |
| 10Y | +244.5% | +109.6% | +134.9% | +177.0% |
| All | +290.6% | +318.5% | -27.9% | +186.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling