-4.2%
ROL vs FIVN
-82.0%
+77.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -1.0% |
| 7D | -3.3% | -9.6% | +6.3% | -2.8% |
| 30D | -7.2% | -11.9% | +4.7% | -6.6% |
| 3M | -27.0% | +40.1% | -67.1% | -28.5% |
| 6M | -39.5% | +68.3% | -107.9% | -41.6% |
| YTD | -41.8% | +51.5% | -93.3% | -43.6% |
| 1Y | -38.9% | +15.1% | -54.0% | -39.7% |
| 3Y | -0.4% | -55.6% | +55.2% | +3.7% |
| 5Y | -4.2% | -82.4% | +78.2% | +8.5% |
| All | -4.2% | -82.0% | +77.8% | +8.5% |
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 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