-8.2%
NVO vs FIVN
+55.4%
-63.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.6% | +3.3% | +4.7% |
| 7D | +10.2% | -3.4% | +13.6% | +10.6% |
| 30D | +12.4% | +5.8% | +6.6% | +11.3% |
| 3M | -3.5% | +22.0% | -25.5% | -7.3% |
| 6M | -3.8% | +55.7% | -59.5% | -12.3% |
| YTD | -13.0% | +81.3% | -94.3% | -26.6% |
| 1Y | -8.2% | +58.0% | -66.2% | -21.2% |
| All | -8.2% | +55.4% | -63.6% | -21.2% |
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