-40.7%
NOW vs FIVN
+42.1%
-82.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -0.5% |
| 7D | -3.1% | -19.3% | +16.2% | +6.1% |
| 30D | -27.0% | -20.7% | -6.4% | -19.7% |
| 3M | -17.7% | -15.1% | -2.6% | -13.4% |
| 6M | +12.7% | +30.6% | -17.9% | -5.1% |
| YTD | -32.9% | +44.0% | -76.9% | -47.9% |
| All | -40.7% | +42.1% | -82.8% | -53.3% |
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