+427.2%
NXPI vs FIVN
+243.6%
+183.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.2% |
| 7D | +6.8% | -2.8% | +9.6% | +7.4% |
| 30D | +20.0% | -17.4% | +37.5% | +24.2% |
| 3M | +14.8% | -19.2% | +34.0% | +18.5% |
| 6M | -10.5% | +29.4% | -39.8% | -18.4% |
| YTD | +23.7% | +36.3% | -12.5% | +8.5% |
| 1Y | +34.1% | +33.5% | +0.6% | +18.0% |
| 3Y | +51.2% | -56.8% | +108.1% | +64.9% |
| 5Y | +33.4% | -83.0% | +116.4% | +67.8% |
| 10Y | +209.2% | +87.3% | +122.0% | +147.8% |
| All | +427.2% | +243.6% | +183.5% | +265.7% |
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