+272.2%
PLD vs FIVN
+104.7%
+167.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.2% | -0.2% |
| 7D | -1.0% | -22.8% | +21.8% | +2.3% |
| 30D | -1.8% | -21.3% | +19.5% | +1.0% |
| 3M | -6.0% | -14.0% | +7.9% | -5.0% |
| 6M | -8.4% | +31.1% | -39.5% | -13.7% |
| YTD | +4.2% | +40.0% | -35.8% | -4.5% |
| 1Y | +6.2% | +38.1% | -31.9% | -2.6% |
| 3Y | +37.0% | -55.7% | +92.6% | +45.8% |
| 5Y | +1.2% | -82.5% | +83.7% | +18.7% |
| 10Y | +272.2% | +92.4% | +179.8% | +231.5% |
| All | +272.2% | +104.7% | +167.5% | +231.5% |
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