+411.6%
ROIV vs FIVN
-81.1%
+492.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -17.6% | +23.8% | +8.9% |
| 7D | +5.3% | -22.6% | +28.0% | +9.2% |
| 30D | +11.9% | -16.8% | +28.6% | +14.4% |
| 3M | +10.7% | -0.9% | +11.6% | +8.5% |
| 6M | +34.9% | +28.4% | +6.5% | +24.6% |
| YTD | +79.2% | +40.2% | +38.9% | +58.8% |
| 1Y | +89.0% | +30.5% | +58.5% | +69.7% |
| 3Y | +337.3% | -56.2% | +393.6% | +384.4% |
| All | +411.6% | -81.1% | +492.7% | +663.4% |
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