-90.1%
NIO vs FIVN
-81.8%
-8.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.1% | +5.9% | +1.6% |
| 7D | -6.7% | -8.2% | +1.6% | -4.2% |
| 30D | -20.0% | -8.1% | -11.9% | -18.3% |
| 3M | -30.5% | +34.9% | -65.4% | -38.0% |
| 6M | -20.7% | +72.6% | -93.3% | -37.5% |
| YTD | -25.7% | +55.8% | -81.4% | -40.2% |
| 1Y | -38.6% | +17.1% | -55.7% | -45.1% |
| 3Y | -62.3% | -54.3% | -7.9% | -53.2% |
| 5Y | -90.1% | -81.6% | -8.5% | -83.4% |
| All | -90.1% | -81.8% | -8.2% | -83.4% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling