-99.1%
NVD vs FIVN
-57.2%
-41.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | +0.6% |
| 7D | +10.8% | -7.8% | +18.7% | +8.8% |
| 30D | +0.8% | -1.7% | +2.5% | +1.0% |
| 3M | -20.8% | +47.2% | -68.0% | -12.0% |
| 6M | -41.2% | +82.7% | -123.9% | -29.0% |
| YTD | -44.2% | +52.9% | -97.1% | -35.9% |
| 1Y | -54.2% | +17.5% | -71.6% | -51.5% |
| 3Y | -99.1% | -55.8% | -43.3% | -98.8% |
| All | -99.1% | -57.2% | -41.9% | -98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling