+167.1%
NXT vs FIVN
-64.0%
+231.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -2.6% | -11.3% | +8.7% | -1.0% |
| 30D | -22.4% | -7.3% | -15.1% | -21.7% |
| 3M | -27.3% | +41.7% | -69.0% | -31.3% |
| 6M | -28.5% | +78.3% | -106.7% | -35.5% |
| YTD | -6.6% | +50.9% | -57.5% | -13.8% |
| 1Y | +20.4% | +19.7% | +0.7% | +16.5% |
| 3Y | +90.9% | -55.7% | +146.7% | +117.3% |
| All | +167.1% | -64.0% | +231.1% | +215.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling