+730.1%
NVT vs FIVN
+7.6%
+722.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.3% | -2.1% |
| 7D | +7.0% | -9.6% | +16.6% | +8.2% |
| 30D | -2.3% | -11.9% | +9.6% | -1.1% |
| 3M | -3.1% | +40.1% | -43.2% | -8.3% |
| 6M | +47.0% | +68.3% | -21.3% | +34.4% |
| YTD | +56.2% | +51.5% | +4.7% | +44.0% |
| 1Y | +74.5% | +15.1% | +59.4% | +66.8% |
| 3Y | +184.0% | -55.6% | +239.6% | +196.1% |
| 5Y | +410.8% | -82.4% | +493.2% | +466.4% |
| All | +730.1% | +7.6% | +722.5% | +590.8% |
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 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