+365.6%
NDAQ vs FIVN
+115.6%
+250.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -2.0% | -2.3% |
| 7D | -6.8% | -11.3% | +4.5% | -5.1% |
| 30D | -3.2% | -7.3% | +4.1% | -2.2% |
| 3M | +6.5% | +41.7% | -35.2% | +0.2% |
| 6M | +5.7% | +78.3% | -72.5% | -5.1% |
| YTD | -4.6% | +50.9% | -55.5% | -12.6% |
| 1Y | -1.6% | +19.7% | -21.2% | -6.9% |
| 3Y | +86.4% | -55.7% | +142.2% | +98.2% |
| 5Y | +50.3% | -82.6% | +132.9% | +75.2% |
| All | +365.6% | +115.6% | +250.0% | +316.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling