+170.4%
NXT vs FIVN
-63.9%
+234.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.8% | -0.9% | -3.2% |
| 7D | -0.2% | -9.6% | +9.4% | +1.1% |
| 30D | -20.0% | -11.9% | -8.0% | -18.7% |
| 3M | -30.9% | +40.1% | -71.0% | -34.6% |
| 6M | -23.8% | +68.3% | -92.2% | -30.6% |
| YTD | -5.4% | +51.5% | -56.9% | -12.7% |
| 1Y | +28.0% | +15.1% | +12.9% | +24.9% |
| 3Y | +93.3% | -55.6% | +148.9% | +120.0% |
| All | +170.4% | -63.9% | +234.3% | +219.7% |
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 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