+180.5%
NXT vs FIVN
-62.8%
+243.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.1% | +7.3% | +1.9% |
| 7D | +2.9% | -8.2% | +11.1% | +4.0% |
| 30D | -17.2% | -8.1% | -9.1% | -16.5% |
| 3M | -32.0% | +34.9% | -66.9% | -35.2% |
| 6M | -15.8% | +72.6% | -88.4% | -23.5% |
| YTD | -1.9% | +55.8% | -57.7% | -9.8% |
| 1Y | +22.5% | +17.1% | +5.3% | +19.3% |
| 3Y | +100.5% | -54.3% | +154.9% | +127.3% |
| All | +180.5% | -62.8% | +243.4% | +230.4% |
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