+38.3%
PLD vs FIVN
-56.5%
+94.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.4% |
| 7D | +1.3% | -2.8% | +4.2% | +1.6% |
| 30D | -1.4% | -17.4% | +16.0% | +0.1% |
| 3M | -8.2% | -19.2% | +11.0% | -6.9% |
| 6M | -8.0% | +29.4% | -37.4% | -11.7% |
| YTD | +3.2% | +36.3% | -33.1% | -2.7% |
| 1Y | +7.0% | +33.5% | -26.4% | +1.1% |
| 3Y | +38.3% | -56.8% | +95.1% | +52.1% |
| All | +38.3% | -56.5% | +94.8% | +52.1% |
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 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