+33.5%
NEE vs FIVN
-55.8%
+89.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -1.9% | -11.3% | +9.4% | -1.9% |
| 30D | -3.1% | -7.3% | +4.2% | -3.1% |
| 3M | -2.4% | +41.7% | -44.1% | -2.5% |
| 6M | -8.6% | +78.3% | -86.9% | -8.9% |
| YTD | +4.9% | +50.9% | -45.9% | +5.0% |
| 1Y | +19.4% | +19.7% | -0.3% | +20.5% |
| All | +33.5% | -55.8% | +89.3% | +39.0% |
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 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