+514.0%
NOW vs FIVN
+86.2%
+427.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +2.9% |
| 7D | +0.3% | -2.8% | +3.1% | +1.5% |
| 30D | -27.0% | -17.4% | -9.5% | -21.6% |
| 3M | -19.6% | -19.2% | -0.5% | -13.6% |
| 6M | +17.5% | +29.4% | -11.9% | +3.0% |
| YTD | -33.3% | +36.3% | -69.5% | -44.1% |
| 1Y | -39.8% | +33.5% | -73.3% | -49.3% |
| 3Y | -19.9% | -56.8% | +36.9% | -1.6% |
| 5Y | -26.1% | -83.0% | +56.9% | +27.3% |
| All | +514.0% | +86.2% | +427.7% | +311.6% |
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