-15.2%
RDW vs FIVN
+47.2%
-62.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.8% | -6.1% | -13.7% | -18.8% |
| 7D | -32.4% | -8.7% | -23.7% | -31.3% |
| 30D | -41.7% | +2.6% | -44.3% | -41.6% |
| 3M | -42.3% | +15.3% | -57.6% | -43.1% |
| 6M | -28.8% | +40.7% | -69.5% | -29.7% |
| YTD | -18.6% | +70.3% | -88.8% | -27.7% |
| 1Y | -15.2% | +50.0% | -65.2% | -22.1% |
| All | -15.2% | +47.2% | -62.4% | -22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling