+649.9%
PLTR vs FIVN
-82.8%
+732.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +1.0% | +1.6% |
| 7D | +0.4% | -22.8% | +23.2% | +12.1% |
| 30D | -17.5% | -21.3% | +3.8% | -9.0% |
| 3M | -1.5% | -14.0% | +12.5% | +3.0% |
| 6M | +25.9% | +31.1% | -5.2% | +5.9% |
| YTD | -3.0% | +40.0% | -43.0% | -24.9% |
| 1Y | -9.7% | +38.1% | -47.8% | -29.9% |
| 3Y | +776.5% | -55.7% | +832.1% | +1,021.6% |
| 5Y | +649.9% | -82.5% | +732.4% | +1,586.3% |
| All | +649.9% | -82.8% | +732.7% | +1,586.3% |
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