+92.6%
NDAQ vs FIVN
-55.5%
+148.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.1% | +4.2% | -1.0% |
| 7D | -2.6% | -8.2% | +5.7% | -1.3% |
| 30D | +0.5% | -8.1% | +8.6% | +1.6% |
| 3M | +9.9% | +34.9% | -25.0% | +4.2% |
| 6M | +8.2% | +72.6% | -64.4% | -2.3% |
| YTD | -1.5% | +55.8% | -57.3% | -10.0% |
| 1Y | +1.3% | +17.1% | -15.8% | -3.6% |
| 3Y | +92.6% | -54.3% | +146.9% | +103.9% |
| All | +92.6% | -55.5% | +148.1% | +103.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling