+298.3%
NSC vs FIVN
+99.4%
+198.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +1.1% |
| 7D | -3.4% | -22.4% | +19.0% | -1.0% |
| 30D | +3.6% | -23.8% | +27.4% | +6.2% |
| 3M | -1.4% | -19.5% | +18.1% | +0.1% |
| 6M | +6.0% | +25.6% | -19.6% | +1.5% |
| YTD | +15.5% | +38.4% | -22.9% | +8.0% |
| 1Y | +16.2% | +33.7% | -17.4% | +9.0% |
| 3Y | +76.9% | -56.2% | +133.1% | +85.7% |
| 5Y | +29.3% | -82.9% | +112.2% | +45.9% |
| 10Y | +298.3% | +103.6% | +194.7% | +220.4% |
| All | +298.3% | +99.4% | +198.9% | +220.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling