+417.2%
ROL vs FIVN
+243.6%
+173.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.6% | +2.8% |
| 7D | +3.0% | -2.8% | +5.8% | +3.2% |
| 30D | +19.8% | -17.4% | +37.2% | +21.5% |
| 3M | +7.9% | -19.2% | +27.1% | +9.4% |
| 6M | -25.6% | +29.4% | -55.0% | -28.1% |
| YTD | -34.1% | +36.3% | -70.4% | -37.3% |
| 1Y | -31.4% | +33.5% | -64.9% | -34.6% |
| 3Y | +4.7% | -56.8% | +61.5% | +9.2% |
| 5Y | +15.6% | -83.0% | +98.6% | +29.9% |
| 10Y | +220.6% | +87.3% | +133.4% | +190.7% |
| All | +417.2% | +243.6% | +173.6% | +347.0% |
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 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