+1,727.4%
NTRA vs FIVN
+479.6%
+1,247.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.4% |
| 7D | +0.2% | -7.8% | +8.1% | +2.9% |
| 30D | +4.1% | -1.7% | +5.8% | +4.2% |
| 3M | +50.0% | +47.2% | +2.8% | +29.7% |
| 6M | +67.3% | +82.7% | -15.4% | +29.7% |
| YTD | +43.6% | +52.9% | -9.3% | +16.8% |
| 1Y | +89.2% | +17.5% | +71.8% | +67.6% |
| 3Y | +502.5% | -55.8% | +558.4% | +607.7% |
| 5Y | +173.8% | -82.3% | +256.1% | +330.7% |
| 10Y | +3,189.3% | +116.5% | +3,072.8% | +2,701.8% |
| All | +1,727.4% | +479.6% | +1,247.8% | +1,321.0% |
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