+568.7%
NTAP vs FIVN
+115.6%
+453.1%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.0% | -11.3% | +10.3% | +1.1% |
| 30D | -7.5% | -7.3% | -0.2% | -6.5% |
| 3M | +14.6% | +41.7% | -27.1% | +6.4% |
| 6M | +91.0% | +78.3% | +12.7% | +68.8% |
| YTD | +73.7% | +50.9% | +22.8% | +57.2% |
| 1Y | +51.2% | +19.7% | +31.6% | +42.1% |
| 3Y | +146.1% | -55.7% | +201.9% | +161.6% |
| 5Y | +122.8% | -82.6% | +205.4% | +161.2% |
| All | +568.7% | +115.6% | +453.1% | +417.2% |
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