+37.9%
NTR vs FIVN
-55.2%
+93.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.7% | -0.4% |
| 7D | -1.3% | -7.8% | +6.6% | -1.1% |
| 30D | +16.8% | -1.7% | +18.5% | +16.8% |
| 3M | +20.7% | +47.2% | -26.4% | +18.6% |
| 6M | +0.5% | +82.7% | -82.2% | -2.2% |
| YTD | +29.2% | +52.9% | -23.7% | +26.6% |
| 1Y | +39.6% | +17.5% | +22.1% | +39.1% |
| 3Y | +37.9% | -55.8% | +93.7% | +43.8% |
| All | +37.9% | -55.2% | +93.1% | +43.8% |
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