-9.5%
PFGC vs FIVN
+15.3%
-24.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | -4.8% | -11.3% | +6.4% | -5.0% |
| 30D | -17.2% | -7.3% | -9.9% | -17.3% |
| 3M | -6.3% | +41.7% | -48.0% | -5.5% |
| 6M | +8.8% | +78.3% | -69.4% | +10.0% |
| YTD | +4.9% | +50.9% | -45.9% | +6.4% |
| 1Y | -9.5% | +19.7% | -29.2% | -7.6% |
| All | -9.5% | +15.3% | -24.8% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling