+351.1%
NXPI vs FIVN
+318.5%
+32.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.8% |
| 7D | +1.9% | -2.3% | +4.2% | +2.4% |
| 30D | -1.4% | +12.4% | -13.8% | -4.5% |
| 3M | -29.1% | +36.0% | -65.1% | -34.8% |
| 6M | +6.2% | +86.0% | -79.8% | -11.1% |
| YTD | +5.9% | +65.9% | -60.1% | -9.8% |
| 1Y | +2.9% | +26.5% | -23.6% | -6.8% |
| 3Y | +14.5% | -54.2% | +68.7% | +24.7% |
| 5Y | +17.1% | -80.5% | +97.5% | +44.0% |
| 10Y | +193.4% | +109.6% | +83.7% | +131.2% |
| All | +351.1% | +318.5% | +32.6% | +203.8% |
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