+390.9%
NEE vs FIVN
+292.8%
+98.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.1% | +6.6% | +0.9% |
| 7D | +1.1% | -8.2% | +9.3% | +1.6% |
| 30D | -0.2% | -8.1% | +7.9% | +0.2% |
| 3M | +0.5% | +34.9% | -34.4% | -1.9% |
| 6M | -6.5% | +72.6% | -79.2% | -11.0% |
| YTD | +6.7% | +55.8% | -49.1% | +2.0% |
| 1Y | +23.6% | +17.1% | +6.5% | +20.7% |
| 3Y | +37.1% | -54.3% | +91.4% | +42.3% |
| 5Y | +10.9% | -81.6% | +92.5% | +20.9% |
| 10Y | +245.4% | +109.2% | +136.2% | +223.3% |
| All | +390.9% | +292.8% | +98.0% | +343.2% |
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