+347.4%
NRG vs FIVN
+280.5%
+66.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.2% |
| 7D | -0.2% | -11.3% | +11.1% | +1.2% |
| 30D | -6.8% | -7.3% | +0.5% | -6.2% |
| 3M | -7.1% | +41.7% | -48.8% | -12.1% |
| 6M | -27.6% | +78.3% | -105.8% | -34.3% |
| YTD | -29.2% | +50.9% | -80.1% | -34.7% |
| 1Y | -29.9% | +19.7% | -49.5% | -33.4% |
| 3Y | +198.7% | -55.7% | +254.4% | +212.8% |
| 5Y | +192.9% | -82.6% | +275.5% | +235.4% |
| 10Y | +1,084.1% | +113.6% | +970.5% | +765.1% |
| All | +347.4% | +280.5% | +66.9% | +172.5% |
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 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