+42.5%
NTRS vs FIVN
+55.4%
-12.9%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +3.1% |
| 7D | +3.6% | -3.4% | +7.0% | +3.7% |
| 30D | +4.3% | +5.8% | -1.5% | +4.0% |
| 3M | -1.9% | +22.0% | -24.0% | -3.1% |
| 6M | +11.4% | +55.7% | -44.3% | +8.5% |
| YTD | +32.3% | +81.3% | -49.0% | +27.1% |
| 1Y | +42.5% | +58.0% | -15.4% | +39.7% |
| All | +42.5% | +55.4% | -12.9% | +39.7% |
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