-77.4%
PLTD vs FIVN
-32.1%
-45.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.7% | -8.2% | -4.4% |
| 7D | +4.2% | -19.3% | +23.5% | -4.5% |
| 30D | +20.8% | -20.7% | +41.5% | +10.9% |
| 3M | -2.6% | -15.1% | +12.5% | -6.0% |
| 6M | -33.1% | +30.6% | -63.7% | -18.0% |
| YTD | -20.0% | +44.0% | -64.0% | +5.0% |
| 1Y | -21.6% | +45.5% | -67.2% | +4.5% |
| All | -77.4% | -32.1% | -45.4% | -83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling