-62.3%
NIO vs FIVN
-55.5%
-6.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.1% | +5.9% | +0.5% |
| 7D | -6.7% | -8.2% | +1.6% | -5.7% |
| 30D | -20.0% | -8.1% | -11.9% | -19.3% |
| 3M | -30.5% | +34.9% | -65.4% | -33.3% |
| 6M | -20.7% | +72.6% | -93.3% | -27.1% |
| YTD | -25.7% | +55.8% | -81.4% | -30.9% |
| 1Y | -38.6% | +17.1% | -55.7% | -39.8% |
| 3Y | -62.3% | -54.3% | -7.9% | -58.3% |
| All | -62.3% | -55.5% | -6.7% | -58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling