+993.2%
NBIX vs FIVN
+285.7%
+707.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.5% |
| 7D | +0.4% | -7.8% | +8.2% | +1.7% |
| 30D | -0.2% | -1.7% | +1.6% | -0.2% |
| 3M | -4.0% | +47.2% | -51.2% | -11.1% |
| 6M | +20.6% | +82.7% | -62.1% | +5.6% |
| YTD | +10.1% | +52.9% | -42.8% | -1.2% |
| 1Y | +8.8% | +17.5% | -8.7% | +2.1% |
| 3Y | +42.5% | -55.8% | +98.3% | +53.5% |
| 5Y | +61.5% | -82.3% | +143.8% | +97.5% |
| 10Y | +217.6% | +116.5% | +101.1% | +120.5% |
| All | +993.2% | +285.7% | +707.6% | +559.1% |
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