-37.8%
NFLX vs FIVN
+27.5%
-65.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.4% | -2.9% | -5.2% |
| 7D | -4.2% | -2.3% | -2.0% | -4.1% |
| 30D | +5.5% | +12.4% | -6.9% | +4.8% |
| 3M | -4.1% | +36.0% | -40.1% | -5.9% |
| 6M | -20.7% | +86.0% | -106.7% | -22.2% |
| YTD | -16.5% | +65.9% | -82.5% | -18.1% |
| 1Y | -37.8% | +26.5% | -64.3% | -38.7% |
| All | -37.8% | +27.5% | -65.2% | -38.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling