+113.0%
PLTU vs FIVN
-28.2%
+141.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.0% |
| 7D | -17.7% | -11.3% | -6.4% | -8.2% |
| 30D | -12.5% | -7.3% | -5.2% | -5.6% |
| 3M | +39.5% | +41.7% | -2.2% | +3.1% |
| 6M | -7.0% | +78.3% | -85.2% | -46.8% |
| YTD | -38.1% | +50.9% | -88.9% | -59.4% |
| 1Y | -36.0% | +19.7% | -55.7% | -44.4% |
| All | +113.0% | -28.2% | +141.2% | +528.7% |
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 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