+108.7%
PFGC vs FIVN
-82.0%
+190.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.8% |
| 7D | -3.7% | -9.6% | +5.9% | -2.4% |
| 30D | -16.0% | -11.9% | -4.0% | -14.7% |
| 3M | -4.1% | +40.1% | -44.2% | -9.3% |
| 6M | +8.7% | +68.3% | -59.6% | -1.6% |
| YTD | +6.4% | +51.5% | -45.1% | -2.7% |
| 1Y | -8.4% | +15.1% | -23.5% | -12.3% |
| 3Y | +61.8% | -55.6% | +117.3% | +76.9% |
| 5Y | +108.7% | -82.4% | +191.1% | +160.4% |
| All | +108.7% | -82.0% | +190.8% | +160.4% |
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