+875.7%
NVDA vs FIVN
-82.6%
+958.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -4.3% | -11.3% | +7.0% | -1.4% |
| 30D | +0.5% | -7.3% | +7.8% | +2.2% |
| 3M | +9.1% | +41.7% | -32.6% | -2.3% |
| 6M | +18.5% | +78.3% | -59.8% | -3.4% |
| YTD | +17.4% | +50.9% | -33.5% | -0.6% |
| 1Y | +23.4% | +19.7% | +3.8% | +11.8% |
| 3Y | +380.6% | -55.7% | +436.3% | +451.2% |
| 5Y | +875.7% | -82.6% | +958.3% | +1,340.9% |
| All | +875.7% | -82.6% | +958.3% | +1,340.9% |
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 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