+260.2%
NVMI vs FIVN
-82.2%
+342.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.3% |
| 7D | -0.1% | -7.8% | +7.8% | +1.3% |
| 30D | -8.4% | -1.7% | -6.7% | -8.4% |
| 3M | -33.6% | +47.2% | -80.8% | -39.2% |
| 6M | -14.7% | +82.7% | -97.4% | -27.7% |
| YTD | +13.2% | +52.9% | -39.7% | -1.1% |
| 1Y | +29.0% | +17.5% | +11.5% | +20.4% |
| 3Y | +215.0% | -55.8% | +270.8% | +254.3% |
| All | +260.2% | -82.2% | +342.4% | +395.8% |
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