+1,449.6%
NET vs FIVN
-39.5%
+1,489.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.0% |
| 3M | +3.8% | +36.0% | -32.2% | -15.8% |
| 6M | +50.0% | +86.0% | -35.9% | -3.1% |
| YTD | +41.5% | +65.9% | -24.5% | -4.8% |
| 1Y | +32.8% | +26.5% | +6.3% | +4.5% |
| 3Y | +335.9% | -54.2% | +390.1% | +504.4% |
| 5Y | +113.8% | -80.5% | +194.3% | +414.4% |
| All | +1,449.6% | -39.5% | +1,489.1% | +1,747.5% |
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