+112.5%
NET vs FIVN
-80.6%
+193.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.5% | -0.5% |
| 7D | -7.0% | -2.3% | -4.7% | -5.6% |
| 30D | -4.8% | +12.4% | -17.2% | -11.9% |
| 3M | +3.8% | +36.0% | -32.2% | -15.7% |
| 6M | +50.0% | +86.0% | -35.9% | -2.9% |
| YTD | +41.5% | +65.9% | -24.5% | -4.6% |
| 1Y | +32.8% | +26.5% | +6.3% | +5.3% |
| 3Y | +335.9% | -54.2% | +390.1% | +532.0% |
| All | +112.5% | -80.6% | +193.0% | +439.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling