+240.2%
RL vs FIVN
-81.9%
+322.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.7% | +3.2% | +5.3% |
| 7D | +0.2% | -19.3% | +19.5% | +4.0% |
| 30D | +7.3% | -20.7% | +28.0% | +11.5% |
| 3M | +1.0% | -15.1% | +16.1% | +3.0% |
| 6M | +11.8% | +30.6% | -18.9% | +2.9% |
| YTD | +13.6% | +44.0% | -30.4% | +0.2% |
| 1Y | +24.0% | +45.5% | -21.5% | +8.9% |
| 3Y | +256.6% | -52.8% | +309.4% | +282.6% |
| 5Y | +240.2% | -82.6% | +322.9% | +322.5% |
| All | +240.2% | -81.9% | +322.1% | +322.5% |
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