-31.7%
NKE vs FIVN
+55.4%
-87.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +5.1% |
| 7D | +9.0% | -3.4% | +12.4% | +9.4% |
| 30D | +19.2% | +5.8% | +13.5% | +18.3% |
| 3M | -1.5% | +22.0% | -23.5% | -4.0% |
| 6M | -4.2% | +55.7% | -59.9% | -9.5% |
| YTD | -34.8% | +81.3% | -116.1% | -39.5% |
| 1Y | -31.7% | +58.0% | -89.7% | -34.9% |
| All | -31.7% | +55.4% | -87.1% | -34.9% |
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