+504.6%
NOW vs FIVN
+109.8%
+394.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -0.3% |
| 7D | -3.1% | -19.3% | +16.2% | +5.1% |
| 30D | -27.0% | -20.7% | -6.4% | -20.5% |
| 3M | -17.7% | -15.1% | -2.6% | -13.6% |
| 6M | +12.7% | +30.6% | -17.9% | -1.6% |
| YTD | -32.9% | +44.0% | -76.9% | -45.1% |
| 1Y | -40.4% | +45.5% | -85.9% | -51.5% |
| 3Y | -17.1% | -52.8% | +35.7% | -2.0% |
| 5Y | -25.7% | -82.6% | +57.0% | +26.8% |
| 10Y | +504.6% | +109.4% | +395.3% | +294.6% |
| All | +504.6% | +109.8% | +394.8% | +294.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling