+322.4%
NET vs FIVN
-42.3%
+364.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -3.2% |
| 7D | -16.4% | -3.4% | -13.0% | -15.2% |
| 30D | -25.8% | +5.8% | -31.6% | -27.3% |
| 3M | -11.5% | +22.0% | -33.6% | -18.3% |
| 6M | +18.9% | +55.7% | -36.8% | -0.4% |
| YTD | +35.2% | +81.3% | -46.1% | +4.5% |
| 1Y | +14.5% | +58.0% | -43.5% | -7.1% |
| All | +322.4% | -42.3% | +364.7% | +391.0% |
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