+50.9%
PNC vs FIVN
-82.2%
+133.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.3% |
| 7D | -0.6% | -7.8% | +7.3% | +0.6% |
| 30D | -4.4% | -1.7% | -2.7% | -4.3% |
| 3M | +5.2% | +47.2% | -42.0% | -1.8% |
| 6M | +20.6% | +82.7% | -62.1% | +6.9% |
| YTD | +19.8% | +52.9% | -33.2% | +8.8% |
| 1Y | +24.4% | +17.5% | +7.0% | +18.1% |
| 3Y | +131.2% | -55.8% | +187.1% | +149.7% |
| All | +50.9% | -82.2% | +133.1% | +70.7% |
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