+37.5%
NVTS vs FIVN
-55.8%
+93.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.7% |
| 7D | +0.5% | -11.3% | +11.7% | +6.7% |
| 30D | -18.0% | -7.3% | -10.7% | -15.9% |
| 3M | -45.6% | +41.7% | -87.3% | -57.9% |
| 6M | +28.5% | +78.3% | -49.8% | -20.6% |
| YTD | +56.2% | +50.9% | +5.3% | +4.7% |
| 1Y | +97.7% | +19.7% | +78.0% | +61.3% |
| All | +37.5% | -55.8% | +93.3% | +81.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling