-91.7%
NIO vs FIVN
-83.3%
-8.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.9% | +0.1% | -2.7% |
| 7D | +2.8% | -22.4% | +25.2% | +9.8% |
| 30D | -8.4% | -23.8% | +15.4% | -1.9% |
| 3M | -32.0% | -19.5% | -12.4% | -29.1% |
| 6M | -43.9% | +25.6% | -69.5% | -50.5% |
| YTD | -35.7% | +38.4% | -74.1% | -47.9% |
| 1Y | -51.1% | +33.7% | -84.8% | -60.0% |
| 3Y | -54.7% | -56.2% | +1.5% | -44.4% |
| 5Y | -91.7% | -82.9% | -8.8% | -85.4% |
| All | -91.7% | -83.3% | -8.4% | -85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling