+381.7%
PLD vs FIVN
+318.5%
+63.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.4% |
| 7D | -2.4% | -2.3% | -0.1% | -2.1% |
| 30D | -2.4% | +12.4% | -14.8% | -4.2% |
| 3M | -3.8% | +36.0% | -39.8% | -8.1% |
| 6M | 0.0% | +86.0% | -85.9% | -9.3% |
| YTD | +9.2% | +65.9% | -56.7% | 0.0% |
| 1Y | +25.9% | +26.5% | -0.6% | +19.1% |
| 3Y | +21.3% | -54.2% | +75.5% | +27.8% |
| 5Y | +14.1% | -80.5% | +94.6% | +28.2% |
| 10Y | +237.9% | +109.6% | +128.2% | +201.9% |
| All | +381.7% | +318.5% | +63.2% | +310.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling