+12.7%
NVDX vs FIVN
+20.3%
-7.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.4% |
| 7D | -10.2% | -7.8% | -2.4% | -9.5% |
| 30D | -7.3% | -1.7% | -5.6% | -7.0% |
| 3M | +5.5% | +47.2% | -41.7% | +2.3% |
| 6M | +18.3% | +82.7% | -64.4% | +9.1% |
| YTD | +11.4% | +52.9% | -41.5% | +6.7% |
| 1Y | +12.7% | +17.5% | -4.8% | +26.4% |
| All | +12.7% | +20.3% | -7.6% | +26.4% |
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