+255.5%
NTRS vs FIVN
+118.5%
+137.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.9% |
| 7D | +1.4% | -7.8% | +9.2% | +2.3% |
| 30D | -0.7% | -1.7% | +1.1% | -0.6% |
| 3M | +11.3% | +47.2% | -35.9% | +5.3% |
| 6M | +35.5% | +82.7% | -47.2% | +23.2% |
| YTD | +40.6% | +52.9% | -12.3% | +30.3% |
| 1Y | +49.2% | +17.5% | +31.7% | +42.7% |
| 3Y | +167.2% | -55.8% | +223.0% | +180.0% |
| 5Y | +94.9% | -82.3% | +177.3% | +113.8% |
| All | +255.5% | +118.5% | +137.0% | +195.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling