+94.0%
NVS vs FIVN
-82.2%
+176.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.3% |
| 7D | -14.3% | -7.8% | -6.4% | -14.1% |
| 30D | -10.0% | -1.7% | -8.2% | -9.9% |
| 3M | -10.9% | +47.2% | -58.1% | -11.6% |
| 6M | -12.0% | +82.7% | -94.7% | -13.3% |
| YTD | +2.5% | +52.9% | -50.4% | +1.3% |
| 1Y | +10.7% | +17.5% | -6.8% | +10.2% |
| 3Y | +53.3% | -55.8% | +109.1% | +57.2% |
| All | +94.0% | -82.2% | +176.2% | +98.7% |
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 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