-53.8%
NIO vs FIVN
-41.0%
-12.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.4% | -6.3% | -6.0% |
| 7D | -4.7% | -17.4% | +12.7% | 0.0% |
| 30D | -14.3% | -20.4% | +6.1% | -9.4% |
| 3M | -32.8% | -9.6% | -23.2% | -32.5% |
| 6M | -49.8% | +34.7% | -84.5% | -56.7% |
| YTD | -40.2% | +40.6% | -80.8% | -51.7% |
| 1Y | -52.7% | +34.3% | -87.0% | -61.3% |
| 3Y | -57.9% | -55.5% | -2.4% | -51.3% |
| 5Y | -92.9% | -82.5% | -10.4% | -88.7% |
| All | -53.8% | -41.0% | -12.8% | -64.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling