+52,486.6%
NVDA vs FIVN
+292.8%
+52,193.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.1% | +4.1% | -0.3% |
| 7D | +3.8% | -8.2% | +12.0% | +6.3% |
| 30D | +0.8% | -8.1% | +8.9% | +2.9% |
| 3M | +8.2% | +34.9% | -26.7% | -3.0% |
| 6M | +27.1% | +72.6% | -45.5% | +2.7% |
| YTD | +21.2% | +55.8% | -34.6% | -0.3% |
| 1Y | +34.3% | +17.1% | +17.2% | +19.8% |
| 3Y | +396.3% | -54.3% | +450.6% | +452.7% |
| 5Y | +913.8% | -81.6% | +995.3% | +1,335.5% |
| 10Y | +14,572.5% | +109.2% | +14,463.3% | +11,277.4% |
| All | +52,486.6% | +292.8% | +52,193.8% | +37,049.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling