+40.9%
NWSA vs FIVN
-82.6%
+123.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | -4.8% | -11.3% | +6.5% | -3.1% |
| 30D | +3.0% | -7.3% | +10.3% | +4.0% |
| 3M | +9.3% | +41.7% | -32.4% | +2.5% |
| 6M | +23.2% | +78.3% | -55.1% | +9.7% |
| YTD | +13.3% | +50.9% | -37.5% | +3.3% |
| 1Y | +2.9% | +19.7% | -16.8% | -2.8% |
| 3Y | +43.3% | -55.7% | +99.1% | +54.4% |
| 5Y | +40.9% | -82.6% | +123.4% | +70.1% |
| All | +40.9% | -82.6% | +123.5% | +70.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling