+310.2%
PNC vs FIVN
+282.0%
+28.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.8% | -0.6% |
| 7D | -0.7% | -9.6% | +8.9% | +0.4% |
| 30D | -4.4% | -11.9% | +7.5% | -3.2% |
| 3M | +4.5% | +40.1% | -35.6% | -0.1% |
| 6M | +19.1% | +68.3% | -49.3% | +10.2% |
| YTD | +18.0% | +51.5% | -33.4% | +10.2% |
| 1Y | +24.1% | +15.1% | +8.9% | +19.3% |
| 3Y | +130.0% | -55.6% | +185.6% | +140.2% |
| 5Y | +50.4% | -82.4% | +132.8% | +64.9% |
| 10Y | +271.3% | +114.5% | +156.8% | +208.8% |
| All | +310.2% | +282.0% | +28.2% | +218.6% |
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 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