-25.2%
PLTD vs FIVN
+15.3%
-40.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.1% |
| 7D | +9.9% | -11.3% | +21.2% | +5.5% |
| 30D | +3.8% | -7.3% | +11.1% | +1.9% |
| 3M | -32.3% | +41.7% | -74.0% | -21.7% |
| 6M | -25.9% | +78.3% | -104.1% | -5.6% |
| YTD | -16.4% | +50.9% | -67.3% | +1.4% |
| 1Y | -25.2% | +19.7% | -44.8% | -12.0% |
| All | -25.2% | +15.3% | -40.4% | -12.0% |
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