+1.2%
RGEN vs FIVN
-55.7%
+56.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.8% | +0.7% | -1.3% |
| 7D | -4.6% | -9.6% | +5.0% | -2.0% |
| 30D | +1.2% | -11.9% | +13.1% | +4.3% |
| 3M | +26.8% | +40.1% | -13.2% | +13.5% |
| 6M | +29.1% | +68.3% | -39.3% | +6.9% |
| YTD | +0.7% | +51.5% | -50.7% | -14.6% |
| 1Y | +39.1% | +15.1% | +23.9% | +28.8% |
| All | +1.2% | -55.7% | +56.9% | +14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling