+1,523.9%
NFLX vs FIVN
+318.5%
+1,205.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.4% | -2.9% | -4.8% |
| 7D | -4.2% | -2.3% | -2.0% | -3.7% |
| 30D | +5.5% | +12.4% | -6.9% | +1.8% |
| 3M | -4.1% | +36.0% | -40.1% | -12.3% |
| 6M | -20.7% | +86.0% | -106.7% | -34.7% |
| YTD | -16.5% | +65.9% | -82.5% | -30.0% |
| 1Y | -37.8% | +26.5% | -64.3% | -44.4% |
| 3Y | +77.9% | -54.2% | +132.1% | +97.2% |
| 5Y | +32.5% | -80.5% | +113.0% | +77.8% |
| 10Y | +703.6% | +109.6% | +593.9% | +517.4% |
| All | +1,523.9% | +318.5% | +1,205.4% | +938.7% |
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 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