+26.9%
PRU vs FIVN
+55.4%
-28.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.6% | +5.0% | +6.5% |
| 7D | +9.8% | -3.4% | +13.2% | +10.1% |
| 30D | +11.6% | +5.8% | +5.8% | +10.9% |
| 3M | +3.7% | +22.0% | -18.3% | +1.4% |
| 6M | +33.0% | +55.7% | -22.8% | +26.4% |
| YTD | +16.6% | +81.3% | -64.7% | +8.8% |
| 1Y | +26.9% | +58.0% | -31.0% | +21.0% |
| All | +26.9% | +55.4% | -28.5% | +21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling