-38.0%
NIO vs FIVN
+27.5%
-65.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.9% | -1.5% |
| 7D | -13.0% | -2.3% | -10.8% | -13.0% |
| 30D | -18.3% | +12.4% | -30.7% | -18.5% |
| 3M | -33.2% | +36.0% | -69.2% | -33.5% |
| 6M | -21.5% | +86.0% | -107.5% | -21.3% |
| YTD | -25.5% | +65.9% | -91.4% | -24.3% |
| 1Y | -38.0% | +26.5% | -64.5% | -36.4% |
| All | -38.0% | +27.5% | -65.5% | -36.4% |
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