+993.8%
NDAQ vs FIVN
+243.6%
+750.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +0.2% |
| 7D | +1.3% | -2.8% | +4.1% | +1.6% |
| 30D | +18.0% | -17.4% | +35.4% | +20.4% |
| 3M | +11.5% | -19.2% | +30.7% | +13.7% |
| 6M | +21.1% | +29.4% | -8.3% | +15.1% |
| YTD | +12.8% | +36.3% | -23.4% | +5.2% |
| 1Y | +25.7% | +33.5% | -7.8% | +17.4% |
| 3Y | +116.8% | -56.8% | +173.6% | +127.4% |
| 5Y | +67.3% | -83.0% | +150.2% | +89.0% |
| 10Y | +473.3% | +87.3% | +386.1% | +418.0% |
| All | +993.8% | +243.6% | +750.2% | +847.3% |
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