+212.7%
ROL vs FIVN
+92.2%
+120.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.5% |
| 7D | -1.7% | -17.4% | +15.7% | 0.0% |
| 30D | +18.5% | -20.4% | +38.9% | +20.9% |
| 3M | +4.3% | -9.6% | +14.0% | +4.8% |
| 6M | -27.7% | +34.7% | -62.4% | -30.7% |
| YTD | -35.8% | +40.6% | -76.4% | -39.4% |
| 1Y | -34.1% | +34.3% | -68.4% | -37.6% |
| 3Y | +2.9% | -55.5% | +58.4% | +8.2% |
| 5Y | +12.7% | -82.5% | +95.2% | +31.1% |
| All | +212.7% | +92.2% | +120.6% | +166.0% |
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