+149.5%
NTAP vs FIVN
-56.5%
+206.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -1.9% |
| 7D | +7.2% | -2.8% | +10.0% | +7.8% |
| 30D | -18.4% | -17.4% | -1.0% | -15.5% |
| 3M | -11.3% | -19.2% | +7.8% | -8.5% |
| 6M | +53.8% | +29.4% | +24.4% | +42.2% |
| YTD | +72.0% | +36.3% | +35.7% | +54.7% |
| 1Y | +68.0% | +33.5% | +34.6% | +51.6% |
| 3Y | +149.5% | -56.8% | +206.3% | +156.8% |
| All | +149.5% | -56.5% | +206.0% | +156.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling