+29.4%
NDAQ vs FIVN
+55.4%
-26.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +0.9% | +2.4% |
| 7D | +3.9% | -3.4% | +7.3% | +4.3% |
| 30D | +19.0% | +5.8% | +13.2% | +18.0% |
| 3M | +17.6% | +22.0% | -4.4% | +14.0% |
| 6M | +21.0% | +55.7% | -34.7% | +12.6% |
| YTD | +14.1% | +81.3% | -67.2% | +2.4% |
| 1Y | +29.4% | +58.0% | -28.5% | +16.8% |
| All | +29.4% | +55.4% | -26.0% | +16.8% |
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 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