+95.0%
ROST vs FIVN
-56.5%
+151.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.7% | -2.1% |
| 7D | +0.3% | -2.8% | +3.1% | +0.5% |
| 30D | +0.5% | -17.4% | +17.9% | +1.8% |
| 3M | -5.2% | -19.2% | +13.9% | -4.1% |
| 6M | +9.8% | +29.4% | -19.5% | +6.4% |
| YTD | +29.4% | +36.3% | -6.9% | +23.9% |
| 1Y | +44.4% | +33.5% | +10.9% | +38.3% |
| 3Y | +95.0% | -56.8% | +151.8% | +98.1% |
| All | +95.0% | -56.5% | +151.5% | +98.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling