+88.7%
RIG vs FIVN
+27.5%
+61.2%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -2.7% |
| 7D | +0.9% | -2.3% | +3.2% | +0.9% |
| 30D | +13.8% | +12.4% | +1.4% | +13.3% |
| 3M | -6.4% | +36.0% | -42.4% | -7.2% |
| 6M | -8.2% | +86.0% | -94.1% | -11.3% |
| YTD | +41.6% | +65.9% | -24.3% | +36.3% |
| 1Y | +88.7% | +26.5% | +62.2% | +80.0% |
| All | +88.7% | +27.5% | +61.2% | +80.0% |
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