+419.1%
PFGC vs FIVN
+801.6%
-382.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.2% |
| 7D | -2.2% | -2.3% | +0.1% | -2.0% |
| 30D | -11.9% | +12.4% | -24.3% | -13.4% |
| 3M | +5.0% | +36.0% | -31.0% | +0.6% |
| 6M | +8.6% | +86.0% | -77.4% | -1.0% |
| YTD | +9.7% | +65.9% | -56.2% | +0.9% |
| 1Y | -6.3% | +26.5% | -32.8% | -11.0% |
| 3Y | +58.2% | -54.2% | +112.4% | +66.4% |
| 5Y | +110.4% | -80.5% | +190.9% | +135.0% |
| 10Y | +272.8% | +109.6% | +163.1% | +217.3% |
| All | +419.1% | +801.6% | -382.5% | +378.9% |
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