+273.7%
RMD vs FIVN
+115.6%
+158.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -4.2% | -11.3% | +7.1% | -2.4% |
| 30D | -2.1% | -7.3% | +5.2% | -1.0% |
| 3M | +13.8% | +41.7% | -27.9% | +6.4% |
| 6M | -10.6% | +78.3% | -88.9% | -21.0% |
| YTD | -8.1% | +50.9% | -59.0% | -16.9% |
| 1Y | -18.0% | +19.7% | -37.6% | -23.1% |
| 3Y | +52.9% | -55.7% | +108.6% | +65.8% |
| 5Y | -22.3% | -82.6% | +60.3% | -3.0% |
| All | +273.7% | +115.6% | +158.1% | +166.6% |
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