-10.8%
NVTS vs FIVN
+55.4%
-66.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +8.7% |
| 7D | -0.3% | -3.4% | +3.1% | +0.4% |
| 30D | -24.4% | +5.8% | -30.2% | -25.1% |
| 3M | -26.5% | +22.0% | -48.5% | -29.7% |
| 6M | -41.4% | +55.7% | -97.1% | -46.5% |
| YTD | +30.7% | +81.3% | -50.6% | +11.6% |
| 1Y | -10.8% | +58.0% | -68.8% | -10.8% |
| All | -10.8% | +55.4% | -66.2% | -10.8% |
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 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