+1,025.6%
PLTR vs FIVN
-55.5%
+1,081.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.1% | +3.8% | -0.1% |
| 7D | -5.3% | -8.2% | +2.9% | -2.3% |
| 30D | -1.0% | -8.1% | +7.1% | +2.0% |
| 3M | +24.8% | +34.9% | -10.1% | +11.7% |
| 6M | +8.4% | +72.6% | -64.3% | -12.4% |
| YTD | -4.2% | +55.8% | -60.0% | -20.5% |
| 1Y | +9.1% | +17.1% | -8.0% | -0.1% |
| 3Y | +1,025.6% | -54.3% | +1,079.9% | +1,173.7% |
| All | +1,025.6% | -55.5% | +1,081.1% | +1,173.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling