+122.8%
NTAP vs FIVN
-82.6%
+205.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.0% | -11.3% | +10.3% | +1.2% |
| 30D | -7.5% | -7.3% | -0.2% | -6.4% |
| 3M | +14.6% | +41.7% | -27.1% | +5.6% |
| 6M | +91.0% | +78.3% | +12.7% | +66.8% |
| YTD | +73.7% | +50.9% | +22.8% | +55.7% |
| 1Y | +51.2% | +19.7% | +31.6% | +41.2% |
| 3Y | +146.1% | -55.7% | +201.9% | +160.4% |
| 5Y | +122.8% | -82.6% | +205.4% | +149.7% |
| All | +122.8% | -82.6% | +205.5% | +149.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling