-30.2%
NVD vs FIVN
+55.4%
-85.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.6% | +4.8% | +6.6% |
| 7D | +15.0% | -3.4% | +18.4% | +14.6% |
| 30D | +39.3% | +5.8% | +33.5% | +40.0% |
| 3M | +3.1% | +22.0% | -18.9% | +5.1% |
| 6M | -19.0% | +55.7% | -74.7% | -17.6% |
| YTD | -35.5% | +81.3% | -116.8% | -32.0% |
| 1Y | -30.2% | +58.0% | -88.2% | -30.3% |
| All | -30.2% | +55.4% | -85.6% | -30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling