+46.5%
NTR vs FIVN
-82.2%
+128.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.7% | -0.4% |
| 7D | -1.3% | -7.8% | +6.6% | -0.9% |
| 30D | +16.8% | -1.7% | +18.5% | +16.8% |
| 3M | +20.7% | +47.2% | -26.4% | +17.5% |
| 6M | +0.5% | +82.7% | -82.2% | -3.9% |
| YTD | +29.2% | +52.9% | -23.7% | +24.7% |
| 1Y | +39.6% | +17.5% | +22.1% | +37.2% |
| 3Y | +37.9% | -55.8% | +93.7% | +43.6% |
| All | +46.5% | -82.2% | +128.7% | +54.9% |
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