+92.9%
NTRS vs FIVN
-82.2%
+175.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.9% |
| 7D | +1.4% | -7.8% | +9.2% | +2.6% |
| 30D | -0.7% | -1.7% | +1.1% | -0.6% |
| 3M | +11.3% | +47.2% | -35.9% | +3.7% |
| 6M | +35.5% | +82.7% | -47.2% | +19.7% |
| YTD | +40.6% | +52.9% | -12.3% | +27.4% |
| 1Y | +49.2% | +17.5% | +31.7% | +41.3% |
| 3Y | +167.2% | -55.8% | +223.0% | +188.2% |
| All | +92.9% | -82.2% | +175.1% | +115.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling