+41.6%
NYT vs FIVN
-82.2%
+123.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.3% |
| 7D | -0.6% | -7.8% | +7.3% | +0.3% |
| 30D | +4.6% | -1.7% | +6.3% | +4.6% |
| 3M | -9.6% | +47.2% | -56.8% | -14.2% |
| 6M | -14.0% | +82.7% | -96.7% | -21.7% |
| YTD | -2.8% | +52.9% | -55.8% | -9.8% |
| 1Y | +15.6% | +17.5% | -1.9% | +10.9% |
| 3Y | +56.3% | -55.8% | +112.1% | +68.1% |
| All | +41.6% | -82.2% | +123.8% | +67.6% |
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