-77.0%
PLTD vs FIVN
-26.5%
-50.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.1% | +8.4% | -0.5% |
| 7D | +4.5% | -8.2% | +12.8% | +0.8% |
| 30D | -0.7% | -8.1% | +7.4% | -3.5% |
| 3M | -31.0% | +34.9% | -66.0% | -17.3% |
| 6M | -24.8% | +72.6% | -97.5% | +4.7% |
| YTD | -18.6% | +55.8% | -74.3% | +7.8% |
| 1Y | -31.8% | +17.1% | -48.9% | -24.1% |
| All | -77.0% | -26.5% | -50.5% | -83.5% |
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 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