-14.8%
PNR vs FIVN
-55.2%
+40.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.5% |
| 7D | -6.0% | -7.8% | +1.8% | -4.9% |
| 30D | -14.0% | -1.7% | -12.2% | -13.8% |
| 3M | -21.7% | +47.2% | -68.9% | -26.8% |
| 6M | -37.3% | +82.7% | -120.0% | -44.7% |
| YTD | -45.1% | +52.9% | -98.0% | -50.1% |
| 1Y | -49.1% | +17.5% | -66.6% | -51.3% |
| 3Y | -14.8% | -55.8% | +41.0% | -6.6% |
| All | -14.8% | -55.2% | +40.4% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling