+56.8%
RGTI vs FIVN
-82.2%
+139.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.6% | 0.0% |
| 7D | +0.5% | -7.8% | +8.3% | +4.5% |
| 30D | -17.1% | -1.7% | -15.4% | -16.9% |
| 3M | -26.0% | +47.2% | -73.2% | -41.9% |
| 6M | -9.9% | +82.7% | -92.6% | -41.1% |
| YTD | -31.1% | +52.9% | -84.0% | -51.2% |
| 1Y | -8.5% | +17.5% | -26.0% | -24.8% |
| 3Y | +652.2% | -55.8% | +708.0% | +927.6% |
| All | +56.8% | -82.2% | +139.0% | +158.7% |
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