-49.7%
NRG vs FIVN
+55.4%
-105.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +1.6% | -15.1% | -13.4% |
| 7D | -13.7% | -3.4% | -10.3% | -13.9% |
| 30D | -13.6% | +5.8% | -19.3% | -13.2% |
| 3M | -28.5% | +22.0% | -50.5% | -27.3% |
| 6M | -45.8% | +55.7% | -101.5% | -43.9% |
| YTD | -46.9% | +81.3% | -128.2% | -45.2% |
| 1Y | -49.7% | +58.0% | -107.7% | -47.4% |
| All | -49.7% | +55.4% | -105.1% | -47.4% |
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 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