+98.1%
NU vs FIVN
-55.2%
+153.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.0% | -2.9% |
| 7D | -4.9% | -7.8% | +3.0% | -3.7% |
| 30D | +7.8% | -1.7% | +9.5% | +7.9% |
| 3M | +20.9% | +47.2% | -26.3% | +12.4% |
| 6M | +0.9% | +82.7% | -81.8% | -11.3% |
| YTD | -12.7% | +52.9% | -65.6% | -20.9% |
| 1Y | -6.4% | +17.5% | -23.9% | -10.7% |
| 3Y | +98.1% | -55.8% | +153.9% | +106.2% |
| All | +98.1% | -55.2% | +153.3% | +106.2% |
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