-33.3%
PLTD vs FIVN
+27.5%
-60.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.4% | +7.1% | +3.8% |
| 7D | +5.9% | -2.3% | +8.2% | +5.2% |
| 30D | -11.6% | +12.4% | -24.0% | -6.2% |
| 3M | -29.9% | +36.0% | -66.0% | -19.5% |
| 6M | -28.5% | +86.0% | -114.5% | -7.8% |
| YTD | -20.4% | +65.9% | -86.3% | -0.5% |
| 1Y | -33.3% | +26.5% | -59.8% | -16.5% |
| All | -33.3% | +27.5% | -60.7% | -16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling