+37.6%
NTR vs FIVN
+55.4%
-17.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.3% | +4.0% |
| 7D | +4.3% | -3.4% | +7.7% | +4.2% |
| 30D | +2.6% | +5.8% | -3.2% | +2.9% |
| 3M | +8.5% | +22.0% | -13.5% | +9.8% |
| 6M | -3.3% | +55.7% | -59.1% | -1.7% |
| YTD | +19.6% | +81.3% | -61.7% | +24.1% |
| 1Y | +37.6% | +58.0% | -20.4% | +46.5% |
| All | +37.6% | +55.4% | -17.8% | +46.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling