+873.6%
NDAQ vs FIVN
+318.5%
+555.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.6% | -1.5% |
| 7D | -2.4% | -2.3% | -0.2% | -2.1% |
| 30D | +2.5% | +12.4% | -9.9% | +0.5% |
| 3M | +9.9% | +36.0% | -26.1% | +4.8% |
| 6M | +9.4% | +86.0% | -76.5% | -0.9% |
| YTD | +0.4% | +65.9% | -65.5% | -8.0% |
| 1Y | +4.0% | +26.5% | -22.5% | -1.6% |
| 3Y | +94.4% | -54.2% | +148.6% | +103.5% |
| 5Y | +56.7% | -80.5% | +137.2% | +74.6% |
| 10Y | +375.3% | +109.6% | +265.7% | +323.5% |
| All | +873.6% | +318.5% | +555.1% | +728.3% |
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