+249.9%
PLD vs FIVN
+105.2%
+144.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.7% | -1.7% |
| 7D | -0.7% | -9.6% | +8.9% | +0.7% |
| 30D | -2.2% | -11.9% | +9.7% | -0.7% |
| 3M | -7.4% | +40.1% | -47.5% | -12.5% |
| 6M | +1.9% | +68.3% | -66.4% | -7.8% |
| YTD | +7.9% | +51.5% | -43.6% | -1.5% |
| 1Y | +25.1% | +15.1% | +10.0% | +18.9% |
| 3Y | +21.9% | -55.6% | +77.5% | +30.7% |
| 5Y | +16.3% | -82.4% | +98.7% | +37.3% |
| 10Y | +249.9% | +114.5% | +135.4% | +189.1% |
| All | +249.9% | +105.2% | +144.7% | +189.1% |
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