+135.5%
PLTU vs FIVN
-21.0%
+156.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -2.4% | -6.6% | -6.8% |
| 7D | -13.6% | -2.3% | -11.3% | -11.3% |
| 30D | +16.7% | +12.4% | +4.3% | +5.8% |
| 3M | +29.6% | +36.0% | -6.5% | -0.7% |
| 6M | -0.1% | +86.0% | -86.1% | -44.7% |
| YTD | -31.5% | +65.9% | -97.4% | -58.8% |
| 1Y | -19.7% | +26.5% | -46.2% | -32.9% |
| All | +135.5% | -21.0% | +156.5% | +538.0% |
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