+304.8%
RL vs FIVN
+105.2%
+199.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.6% | -3.0% |
| 7D | -0.3% | -9.6% | +9.3% | +1.0% |
| 30D | -17.5% | -11.9% | -5.6% | -16.3% |
| 3M | -14.0% | +40.1% | -54.1% | -18.4% |
| 6M | -2.0% | +68.3% | -70.3% | -10.5% |
| YTD | -4.6% | +51.5% | -56.1% | -11.9% |
| 1Y | +9.5% | +15.1% | -5.6% | +4.6% |
| 3Y | +200.5% | -55.6% | +256.0% | +213.4% |
| 5Y | +226.3% | -82.4% | +308.7% | +253.2% |
| 10Y | +304.8% | +114.5% | +190.3% | +260.4% |
| All | +304.8% | +105.2% | +199.6% | +260.4% |
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