+337.3%
ROIV vs FIVN
-55.4%
+392.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -17.6% | +23.8% | +7.6% |
| 7D | +5.3% | -22.6% | +28.0% | +7.4% |
| 30D | +11.9% | -16.8% | +28.6% | +13.2% |
| 3M | +10.7% | -0.9% | +11.6% | +9.3% |
| 6M | +34.9% | +28.4% | +6.5% | +28.3% |
| YTD | +79.2% | +40.2% | +38.9% | +65.7% |
| 1Y | +89.0% | +30.5% | +58.5% | +76.5% |
| 3Y | +337.3% | -56.2% | +393.6% | +385.5% |
| All | +337.3% | -55.4% | +392.7% | +385.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling