+167.2%
NTRS vs FIVN
-55.2%
+222.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.9% |
| 7D | +1.4% | -7.8% | +9.2% | +2.4% |
| 30D | -0.7% | -1.7% | +1.1% | -0.6% |
| 3M | +11.3% | +47.2% | -35.9% | +4.5% |
| 6M | +35.5% | +82.7% | -47.2% | +21.0% |
| YTD | +40.6% | +52.9% | -12.3% | +29.0% |
| 1Y | +49.2% | +17.5% | +31.7% | +43.2% |
| 3Y | +167.2% | -55.8% | +223.0% | +182.7% |
| All | +167.2% | -55.2% | +222.5% | +182.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling