+98.4%
PRU vs FIVN
+104.7%
-6.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.3% |
| 7D | -2.8% | -22.8% | +19.9% | -0.3% |
| 30D | +8.5% | -21.3% | +29.8% | +11.0% |
| 3M | +1.7% | -14.0% | +15.7% | +2.7% |
| 6M | +24.8% | +31.1% | -6.3% | +19.4% |
| YTD | +13.3% | +40.0% | -26.7% | +6.5% |
| 1Y | +21.4% | +38.1% | -16.7% | +14.2% |
| 3Y | +54.8% | -55.7% | +110.4% | +58.9% |
| 5Y | +42.4% | -82.5% | +124.9% | +51.5% |
| 10Y | +98.4% | +92.4% | +6.0% | +55.9% |
| All | +98.4% | +104.7% | -6.3% | +55.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling