+16.1%
NXPI vs FIVN
-82.0%
+98.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | +0.4% |
| 7D | -2.3% | -9.6% | +7.3% | 0.0% |
| 30D | -4.3% | -11.9% | +7.6% | -1.7% |
| 3M | -24.7% | +40.1% | -64.7% | -32.2% |
| 6M | +9.7% | +68.3% | -58.6% | -8.8% |
| YTD | +3.8% | +51.5% | -47.7% | -12.0% |
| 1Y | +1.6% | +15.1% | -13.5% | -6.7% |
| 3Y | +16.0% | -55.6% | +71.6% | +30.5% |
| 5Y | +16.1% | -82.4% | +98.5% | +52.0% |
| All | +16.1% | -82.0% | +98.2% | +52.0% |
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 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