+2,494.8%
NVDL vs FIVN
-58.0%
+2,552.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.6% |
| 7D | -8.7% | -11.3% | +2.6% | -5.9% |
| 30D | -1.3% | -7.3% | +6.0% | +0.5% |
| 3M | +11.4% | +41.7% | -30.3% | 0.0% |
| 6M | +22.9% | +78.3% | -55.4% | +0.1% |
| YTD | +15.4% | +50.9% | -35.5% | -2.0% |
| 1Y | +18.8% | +19.7% | -0.9% | +9.1% |
| 3Y | +641.4% | -55.7% | +697.1% | +644.6% |
| All | +2,494.8% | -58.0% | +2,552.7% | +2,217.1% |
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