+851.9%
NOW vs FIVN
+249.1%
+602.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.9% | +0.8% | -1.6% |
| 7D | -8.7% | -22.4% | +13.7% | -0.5% |
| 30D | -29.3% | -23.8% | -5.5% | -22.5% |
| 3M | -21.8% | -19.5% | -2.3% | -16.6% |
| 6M | +9.2% | +25.6% | -16.3% | -1.3% |
| YTD | -35.0% | +38.4% | -73.4% | -44.4% |
| 1Y | -42.5% | +33.7% | -76.2% | -50.3% |
| 3Y | -21.5% | -56.2% | +34.6% | -6.4% |
| 5Y | -25.8% | -82.9% | +57.1% | +17.1% |
| 10Y | +506.3% | +103.6% | +402.7% | +383.3% |
| All | +851.9% | +249.1% | +602.9% | +607.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling