+116.3%
PLTU vs FIVN
-27.2%
+143.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.3% |
| 7D | -8.1% | -7.8% | -0.3% | -1.1% |
| 30D | -7.0% | -1.7% | -5.3% | -4.8% |
| 3M | +40.0% | +47.2% | -7.2% | +0.1% |
| 6M | -6.0% | +82.7% | -88.7% | -47.5% |
| YTD | -37.1% | +52.9% | -90.0% | -59.2% |
| 1Y | -33.1% | +17.5% | -50.6% | -39.8% |
| All | +116.3% | -27.2% | +143.6% | +530.8% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling