+45.4%
PRU vs FIVN
-55.5%
+100.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.1% | +4.0% | -1.3% |
| 7D | +1.9% | -8.2% | +10.1% | +3.2% |
| 30D | -0.4% | -8.1% | +7.7% | +0.6% |
| 3M | +16.4% | +34.9% | -18.5% | +10.2% |
| 6M | +26.0% | +72.6% | -46.6% | +13.0% |
| YTD | +9.9% | +55.8% | -45.9% | -0.1% |
| 1Y | +18.8% | +17.1% | +1.6% | +13.3% |
| 3Y | +45.4% | -54.3% | +99.7% | +45.6% |
| All | +45.4% | -55.5% | +100.9% | +45.6% |
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