+407.7%
RGEN vs FIVN
+86.2%
+321.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.8% | +1.8% |
| 7D | -3.3% | -2.8% | -0.4% | -2.4% |
| 30D | -5.8% | -17.4% | +11.6% | -0.7% |
| 3M | +0.2% | -19.2% | +19.4% | +5.2% |
| 6M | +56.8% | +29.4% | +27.4% | +36.1% |
| YTD | +2.4% | +36.3% | -33.9% | -16.1% |
| 1Y | +11.4% | +33.5% | -22.0% | -8.3% |
| 3Y | +15.2% | -56.8% | +72.0% | +35.4% |
| 5Y | -35.1% | -83.0% | +47.9% | +1.2% |
| All | +407.7% | +86.2% | +321.5% | +264.2% |
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