+41.8%
NTR vs FIVN
+27.5%
+14.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.9% | -1.6% |
| 7D | +8.1% | -2.3% | +10.4% | +8.0% |
| 30D | +18.8% | +12.4% | +6.4% | +19.4% |
| 3M | +16.2% | +36.0% | -19.8% | +17.1% |
| 6M | +9.8% | +86.0% | -76.2% | +12.7% |
| YTD | +30.9% | +65.9% | -35.1% | +34.1% |
| 1Y | +41.8% | +26.5% | +15.3% | +40.7% |
| All | +41.8% | +27.5% | +14.3% | +40.7% |
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 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