-18.6%
NRG vs FIVN
+27.5%
-46.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.4% | +8.9% | +6.3% |
| 7D | +7.1% | -2.3% | +9.4% | +7.0% |
| 30D | -1.4% | +12.4% | -13.8% | -0.7% |
| 3M | -10.5% | +36.0% | -46.5% | -8.9% |
| 6M | -26.7% | +86.0% | -112.7% | -25.6% |
| YTD | -24.5% | +65.9% | -90.5% | -23.0% |
| 1Y | -18.6% | +26.5% | -45.1% | -15.5% |
| All | -18.6% | +27.5% | -46.0% | -15.5% |
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