-6.3%
NVTS vs FIVN
-80.5%
+74.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.1% | +7.8% | +5.3% |
| 7D | +9.7% | -8.2% | +17.9% | +14.9% |
| 30D | -13.6% | -8.1% | -5.5% | -10.9% |
| 3M | -51.0% | +34.9% | -85.9% | -61.7% |
| 6M | +46.3% | +72.6% | -26.3% | -9.8% |
| YTD | +68.1% | +55.8% | +12.3% | +7.4% |
| 1Y | +113.9% | +17.1% | +96.8% | +69.8% |
| 3Y | +45.3% | -54.3% | +99.6% | +98.3% |
| All | -6.3% | -80.5% | +74.2% | +92.2% |
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 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