+568.0%
NTAP vs FIVN
+318.5%
+249.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.5% |
| 7D | -0.8% | -2.3% | +1.5% | -0.4% |
| 30D | -0.5% | +12.4% | -12.9% | -2.9% |
| 3M | +4.1% | +36.0% | -31.9% | -1.8% |
| 6M | +88.0% | +86.0% | +2.0% | +67.6% |
| YTD | +75.6% | +65.9% | +9.6% | +58.6% |
| 1Y | +58.9% | +26.5% | +32.4% | +49.1% |
| 3Y | +153.6% | -54.2% | +207.8% | +165.8% |
| 5Y | +127.6% | -80.5% | +208.1% | +156.0% |
| 10Y | +580.4% | +109.6% | +470.7% | +456.4% |
| All | +568.0% | +318.5% | +249.6% | +422.3% |
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