+298.8%
ROIV vs FIVN
-79.7%
+378.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -6.1% | +24.9% | +19.7% |
| 7D | +20.2% | -8.2% | +28.4% | +21.6% |
| 30D | +14.1% | -8.1% | +22.3% | +15.3% |
| 3M | +45.6% | +34.9% | +10.7% | +36.5% |
| 6M | +44.1% | +72.6% | -28.5% | +26.9% |
| YTD | +91.2% | +55.8% | +35.4% | +70.3% |
| 1Y | +221.3% | +17.1% | +204.2% | +201.5% |
| 3Y | +229.2% | -54.3% | +283.5% | +260.6% |
| 5Y | +316.5% | -81.6% | +398.0% | +433.8% |
| All | +298.8% | -79.7% | +378.6% | +412.8% |
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