-23.2%
NRG vs FIVN
+80.2%
-103.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.3% | +1.8% |
| 7D | -4.7% | -7.8% | +3.2% | -5.6% |
| 30D | -6.0% | -1.7% | -4.2% | -6.1% |
| 3M | -8.0% | +47.2% | -55.1% | -3.6% |
| 6M | -23.2% | +82.7% | -105.9% | -18.8% |
| All | -23.2% | +80.2% | -103.4% | -18.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling