+1,660.3%
PLTR vs FIVN
-76.1%
+1,736.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.2% |
| 7D | -4.1% | -7.8% | +3.8% | -0.7% |
| 30D | -2.2% | -1.7% | -0.5% | -1.5% |
| 3M | +27.6% | +47.2% | -19.6% | +6.9% |
| 6M | +10.3% | +82.7% | -72.4% | -18.2% |
| YTD | -5.9% | +52.9% | -58.8% | -25.8% |
| 1Y | +1.7% | +17.5% | -15.7% | -10.3% |
| 3Y | +959.1% | -55.8% | +1,014.9% | +1,243.8% |
| 5Y | +536.3% | -82.3% | +618.7% | +976.4% |
| All | +1,660.3% | -76.1% | +1,736.4% | +2,877.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling