+52.5%
NDAQ vs FIVN
-82.0%
+134.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.4% |
| 7D | -1.6% | -9.6% | +8.0% | 0.0% |
| 30D | -1.5% | -11.9% | +10.5% | +0.3% |
| 3M | +8.0% | +40.1% | -32.0% | +1.6% |
| 6M | +7.7% | +68.3% | -60.6% | -2.8% |
| YTD | -2.3% | +51.5% | -53.8% | -10.8% |
| 1Y | +0.6% | +15.1% | -14.6% | -4.4% |
| 3Y | +90.9% | -55.6% | +146.5% | +103.4% |
| 5Y | +52.5% | -82.4% | +134.9% | +76.0% |
| All | +52.5% | -82.0% | +134.5% | +76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling