+0.5%
NWSA vs FIVN
+20.3%
-19.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | +0.1% |
| 7D | -2.8% | -7.8% | +5.0% | -2.1% |
| 30D | +3.0% | -1.7% | +4.8% | +3.1% |
| 3M | +12.3% | +47.2% | -34.9% | +7.4% |
| 6M | +21.9% | +82.7% | -60.9% | +12.3% |
| YTD | +13.6% | +52.9% | -39.4% | +7.8% |
| 1Y | +0.5% | +17.5% | -17.0% | +1.9% |
| All | +0.5% | +20.3% | -19.8% | +1.9% |
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