+55.7%
PRU vs FIVN
-55.3%
+111.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.4% |
| 7D | -2.8% | -22.8% | +19.9% | +0.4% |
| 30D | +8.5% | -21.3% | +29.8% | +11.7% |
| 3M | +1.7% | -14.0% | +15.7% | +2.9% |
| 6M | +24.8% | +31.1% | -6.3% | +17.2% |
| YTD | +13.3% | +40.0% | -26.7% | +3.9% |
| 1Y | +21.4% | +38.1% | -16.7% | +11.4% |
| All | +55.7% | -55.3% | +111.0% | +58.0% |
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 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