+581.7%
NEM vs FIVN
+292.8%
+288.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.1% | +5.4% | -0.4% |
| 7D | +3.9% | -8.2% | +12.1% | +4.3% |
| 30D | +12.7% | -8.1% | +20.8% | +13.2% |
| 3M | +28.7% | +34.9% | -6.2% | +26.2% |
| 6M | +9.8% | +72.6% | -62.9% | +5.6% |
| YTD | +28.1% | +55.8% | -27.7% | +23.7% |
| 1Y | +69.3% | +17.1% | +52.2% | +66.1% |
| 3Y | +247.7% | -54.3% | +302.0% | +257.4% |
| 5Y | +153.4% | -81.6% | +234.9% | +166.6% |
| 10Y | +291.3% | +109.2% | +182.1% | +289.8% |
| All | +581.7% | +292.8% | +288.9% | +535.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling