+3.4%
NI vs FIVN
+20.3%
-17.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | 0.0% |
| 7D | 0.0% | -7.8% | +7.9% | -0.2% |
| 30D | -1.4% | -1.7% | +0.3% | -1.4% |
| 3M | -10.6% | +47.2% | -57.8% | -9.7% |
| 6M | -9.3% | +82.7% | -92.0% | -7.8% |
| YTD | +1.1% | +52.9% | -51.8% | +2.8% |
| 1Y | +3.4% | +17.5% | -14.1% | +10.0% |
| All | +3.4% | +20.3% | -17.0% | +10.0% |
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