+33.3%
PLD vs FIVN
-55.4%
+88.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -17.6% | +16.4% | +0.4% |
| 7D | -0.8% | -22.6% | +21.8% | +1.4% |
| 30D | -0.3% | -16.8% | +16.5% | +1.1% |
| 3M | -8.0% | -0.9% | -7.1% | -8.8% |
| 6M | -9.8% | +28.4% | -38.2% | -13.4% |
| YTD | +1.8% | +40.2% | -38.5% | -4.3% |
| 1Y | +5.6% | +30.5% | -24.9% | +0.3% |
| 3Y | +33.3% | -56.2% | +89.5% | +44.9% |
| All | +33.3% | -55.4% | +88.6% | +44.9% |
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 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