+115.1%
NOK vs FIVN
-82.2%
+197.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.4% | +3.4% | +4.6% |
| 7D | +11.0% | -7.8% | +18.8% | +12.2% |
| 30D | +7.8% | -1.7% | +9.6% | +7.9% |
| 3M | -21.0% | +47.2% | -68.2% | -26.5% |
| 6M | +40.9% | +82.7% | -41.8% | +25.4% |
| YTD | +72.0% | +52.9% | +19.1% | +56.6% |
| 1Y | +140.9% | +17.5% | +123.4% | +128.4% |
| 3Y | +194.3% | -55.8% | +250.1% | +218.9% |
| All | +115.1% | -82.2% | +197.3% | +151.0% |
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