+53.1%
NUE vs FIVN
+71.4%
-18.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.3% | +0.6% |
| 7D | -2.3% | -9.6% | +7.3% | -2.1% |
| 30D | -6.1% | -11.9% | +5.8% | -5.9% |
| 3M | +1.7% | +40.1% | -38.4% | +1.7% |
| 6M | +53.1% | +68.3% | -15.3% | +53.9% |
| All | +53.1% | +71.4% | -18.3% | +53.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling