+420.8%
RSG vs FIVN
+118.5%
+302.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.7% |
| 7D | 0.0% | -7.8% | +7.9% | +0.4% |
| 30D | +4.0% | -1.7% | +5.7% | +4.0% |
| 3M | +7.4% | +47.2% | -39.8% | +4.9% |
| 6M | +0.1% | +82.7% | -82.6% | -3.8% |
| YTD | +6.0% | +52.9% | -46.9% | +2.7% |
| 1Y | -3.0% | +17.5% | -20.4% | -4.7% |
| 3Y | +56.5% | -55.8% | +112.3% | +61.1% |
| 5Y | +90.9% | -82.3% | +173.3% | +106.0% |
| All | +420.8% | +118.5% | +302.3% | +343.3% |
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