+99.2%
NWSA vs FIVN
+292.8%
-193.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.1% | +4.3% | -1.1% |
| 7D | -2.6% | -8.2% | +5.6% | -1.6% |
| 30D | +4.6% | -8.1% | +12.7% | +5.5% |
| 3M | +10.2% | +34.9% | -24.7% | +5.2% |
| 6M | +21.6% | +72.6% | -51.0% | +11.3% |
| YTD | +14.6% | +55.8% | -41.1% | +5.9% |
| 1Y | +0.4% | +17.1% | -16.8% | -4.1% |
| 3Y | +45.0% | -54.3% | +99.3% | +51.6% |
| 5Y | +41.3% | -81.6% | +122.8% | +58.4% |
| 10Y | +142.8% | +109.2% | +33.6% | +102.4% |
| All | +99.2% | +292.8% | -193.7% | +52.8% |
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 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