+235.9%
ROIV vs FIVN
-78.4%
+314.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.9% |
| 7D | +0.6% | -2.3% | +2.9% | +1.0% |
| 30D | +1.0% | +12.4% | -11.4% | -1.4% |
| 3M | +18.3% | +36.0% | -17.7% | +11.1% |
| 6M | +18.3% | +86.0% | -67.6% | +3.1% |
| YTD | +61.0% | +65.9% | -5.0% | +42.2% |
| 1Y | +177.9% | +26.5% | +151.4% | +157.8% |
| 3Y | +199.1% | -54.2% | +253.3% | +229.3% |
| 5Y | +250.7% | -80.5% | +331.2% | +345.8% |
| All | +235.9% | -78.4% | +314.3% | +328.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling