+95.7%
NTR vs FIVN
+21.7%
+73.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.2% |
| 7D | +0.5% | -9.6% | +10.1% | +1.2% |
| 30D | +21.7% | -11.9% | +33.7% | +22.6% |
| 3M | +22.8% | +40.1% | -17.3% | +19.2% |
| 6M | +8.2% | +68.3% | -60.1% | +3.2% |
| YTD | +32.9% | +51.5% | -18.5% | +27.3% |
| 1Y | +45.3% | +15.1% | +30.2% | +42.1% |
| 3Y | +41.7% | -55.6% | +97.2% | +47.1% |
| 5Y | +49.8% | -82.4% | +132.3% | +62.3% |
| All | +95.7% | +21.7% | +73.9% | +51.2% |
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