+246.9%
RL vs FIVN
-81.8%
+328.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.1% | +5.0% | 0.0% |
| 7D | +1.9% | -8.2% | +10.1% | +3.5% |
| 30D | -12.2% | -8.1% | -4.1% | -11.1% |
| 3M | -6.6% | +34.9% | -41.5% | -13.3% |
| 6M | +3.2% | +72.6% | -69.5% | -11.0% |
| YTD | -1.3% | +55.8% | -57.1% | -13.4% |
| 1Y | +13.6% | +17.1% | -3.6% | +5.9% |
| 3Y | +210.9% | -54.3% | +265.2% | +239.4% |
| 5Y | +246.9% | -81.6% | +328.4% | +338.9% |
| All | +246.9% | -81.8% | +328.7% | +338.9% |
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