-53.9%
NIO vs FIVN
+55.4%
-109.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.8% | +3.4% |
| 7D | -0.6% | -3.4% | +2.8% | -0.5% |
| 30D | -3.5% | +5.8% | -9.3% | -3.6% |
| 3M | -30.7% | +22.0% | -52.7% | -30.8% |
| 6M | -45.6% | +55.7% | -101.4% | -45.2% |
| YTD | -35.3% | +81.3% | -116.6% | -33.8% |
| 1Y | -53.9% | +58.0% | -111.9% | -52.0% |
| All | -53.9% | +55.4% | -109.3% | -52.0% |
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