-41.1%
NIO vs FIVN
+13.9%
-55.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.4% | -2.3% |
| 7D | -4.1% | -9.6% | +5.4% | -3.9% |
| 30D | -23.2% | -11.9% | -11.3% | -23.0% |
| 3M | -29.9% | +40.1% | -70.0% | -30.1% |
| 6M | -25.1% | +68.3% | -93.4% | -24.7% |
| YTD | -27.5% | +51.5% | -78.9% | -26.2% |
| 1Y | -41.1% | +15.1% | -56.2% | -38.5% |
| All | -41.1% | +13.9% | -55.0% | -38.5% |
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