+151.8%
NBIS vs FIVN
+20.3%
+131.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -2.9% | -1.5% |
| 7D | -0.8% | -7.8% | +7.0% | -1.0% |
| 30D | -13.4% | -1.7% | -11.6% | -13.5% |
| 3M | +1.0% | +47.2% | -46.2% | -1.6% |
| 6M | +100.5% | +82.7% | +17.8% | +89.2% |
| YTD | +168.3% | +52.9% | +115.3% | +156.1% |
| 1Y | +151.8% | +17.5% | +134.3% | +180.0% |
| All | +151.8% | +20.3% | +131.4% | +180.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling