+27.0%
NFLX vs FIVN
-82.5%
+109.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.4% |
| 7D | -8.1% | -9.6% | +1.5% | -6.1% |
| 30D | -0.3% | -11.9% | +11.6% | +2.2% |
| 3M | -6.6% | +40.1% | -46.7% | -14.3% |
| 6M | -22.7% | +68.3% | -91.0% | -33.5% |
| YTD | -18.9% | +51.5% | -70.4% | -29.2% |
| 1Y | -39.8% | +15.1% | -54.9% | -43.9% |
| 3Y | +71.7% | -55.6% | +127.3% | +98.4% |
| All | +27.0% | -82.5% | +109.5% | +89.2% |
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