+45.2%
NU vs FIVN
-78.6%
+123.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -1.3% |
| 7D | -2.6% | -9.6% | +7.0% | +0.5% |
| 30D | +8.2% | -11.9% | +20.1% | +12.1% |
| 3M | +26.3% | +40.1% | -13.8% | +10.1% |
| 6M | +2.2% | +68.3% | -66.1% | -19.4% |
| YTD | -10.4% | +51.5% | -61.9% | -27.6% |
| 1Y | -3.0% | +15.1% | -18.1% | -13.5% |
| 3Y | +120.3% | -55.6% | +175.8% | +169.3% |
| All | +45.2% | -78.6% | +123.8% | +141.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling