+35.1%
PNR vs FIVN
+282.0%
-246.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.5% |
| 7D | -3.9% | -9.6% | +5.7% | -2.6% |
| 30D | -13.8% | -11.9% | -1.9% | -12.4% |
| 3M | -22.5% | +40.1% | -62.6% | -26.5% |
| 6M | -37.2% | +68.3% | -105.5% | -42.7% |
| YTD | -44.2% | +51.5% | -95.7% | -48.6% |
| 1Y | -46.6% | +15.1% | -61.8% | -49.1% |
| 3Y | -12.5% | -55.6% | +43.1% | -7.6% |
| 5Y | -19.3% | -82.4% | +63.1% | -8.7% |
| 10Y | +67.5% | +114.5% | -47.0% | +41.2% |
| All | +35.1% | +282.0% | -246.9% | +4.6% |
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