-54.2%
NVD vs FIVN
+20.3%
-74.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | +0.4% |
| 7D | +10.8% | -7.8% | +18.7% | +10.0% |
| 30D | +0.8% | -1.7% | +2.5% | +0.7% |
| 3M | -20.8% | +47.2% | -68.0% | -18.3% |
| 6M | -41.2% | +82.7% | -123.9% | -36.2% |
| YTD | -44.2% | +52.9% | -97.1% | -41.8% |
| 1Y | -54.2% | +17.5% | -71.6% | -58.4% |
| All | -54.2% | +20.3% | -74.5% | -58.4% |
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 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