+21.2%
NWSA vs FIVN
+71.4%
-50.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.0% | -0.6% |
| 7D | -3.4% | -9.6% | +6.2% | -2.9% |
| 30D | +3.9% | -11.9% | +15.9% | +4.5% |
| 3M | +8.9% | +40.1% | -31.2% | +6.3% |
| 6M | +21.2% | +68.3% | -47.2% | +18.0% |
| All | +21.2% | +71.4% | -50.2% | +18.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling