+2.6%
NOW vs FIVN
-81.8%
+84.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -6.1% | +1.1% | -2.4% |
| 7D | -6.1% | -8.2% | +2.1% | -2.6% |
| 30D | +7.5% | -8.1% | +15.6% | +11.4% |
| 3M | +17.5% | +34.9% | -17.4% | +3.2% |
| 6M | +7.9% | +72.6% | -64.7% | -14.9% |
| YTD | -12.4% | +55.8% | -68.2% | -28.8% |
| 1Y | -28.6% | +17.1% | -45.7% | -35.6% |
| 3Y | +11.8% | -54.3% | +66.1% | +34.7% |
| 5Y | +2.6% | -81.6% | +84.2% | +67.4% |
| All | +2.6% | -81.8% | +84.5% | +67.4% |
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