+734.9%
RACE vs FIVN
+109.8%
+625.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | +0.2% |
| 7D | +3.9% | -19.3% | +23.2% | +7.4% |
| 30D | +7.4% | -20.7% | +28.1% | +11.1% |
| 3M | +1.6% | -15.1% | +16.7% | +3.3% |
| 6M | +23.3% | +30.6% | -7.3% | +15.4% |
| YTD | +14.7% | +44.0% | -29.3% | +3.4% |
| 1Y | +2.5% | +45.5% | -43.0% | -7.9% |
| 3Y | +28.0% | -52.8% | +80.7% | +35.6% |
| 5Y | +69.8% | -82.6% | +152.4% | +108.9% |
| 10Y | +734.9% | +109.4% | +625.5% | +484.3% |
| All | +734.9% | +109.8% | +625.1% | +484.3% |
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