+1,735.1%
PLTR vs FIVN
-74.0%
+1,809.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.1% | -3.4% |
| 7D | -6.4% | -2.3% | -4.1% | -5.4% |
| 30D | +10.0% | +12.4% | -2.4% | +4.2% |
| 3M | +23.0% | +36.0% | -13.0% | +6.6% |
| 6M | +13.8% | +86.0% | -72.2% | -16.2% |
| YTD | -1.9% | +65.9% | -67.9% | -25.4% |
| 1Y | +11.6% | +26.5% | -14.9% | -4.8% |
| 3Y | +1,048.4% | -54.2% | +1,102.6% | +1,339.7% |
| 5Y | +554.4% | -80.5% | +634.8% | +965.8% |
| All | +1,735.1% | -74.0% | +1,809.1% | +2,897.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling