+70.7%
NFLX vs FIVN
-55.7%
+126.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.7% |
| 7D | -8.1% | -9.6% | +1.5% | -7.3% |
| 30D | -0.3% | -11.9% | +11.6% | +0.7% |
| 3M | -6.6% | +40.1% | -46.7% | -9.7% |
| 6M | -22.7% | +68.3% | -91.0% | -26.8% |
| YTD | -18.9% | +51.5% | -70.4% | -22.7% |
| 1Y | -39.8% | +15.1% | -54.9% | -40.8% |
| All | +70.7% | -55.7% | +126.4% | +77.5% |
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 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