+32.6%
NET vs FIVN
-77.0%
+109.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -3.5% |
| 7D | -16.4% | -3.4% | -13.0% | -14.5% |
| 30D | -25.8% | +5.8% | -31.6% | -28.3% |
| 3M | -11.5% | +22.0% | -33.6% | -23.0% |
| 6M | +18.9% | +55.7% | -36.8% | -12.5% |
| YTD | +35.2% | +81.3% | -46.1% | -14.7% |
| 1Y | +14.5% | +58.0% | -43.5% | -21.9% |
| 3Y | +313.8% | -42.6% | +356.4% | +402.9% |
| 5Y | +32.6% | -76.3% | +108.8% | +215.9% |
| All | +32.6% | -77.0% | +109.5% | +215.9% |
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