+705.4%
RSG vs FIVN
+282.0%
+423.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.1% | +0.5% |
| 7D | 0.0% | -9.6% | +9.6% | +0.5% |
| 30D | +3.7% | -11.9% | +15.6% | +4.2% |
| 3M | +6.2% | +40.1% | -33.9% | +4.1% |
| 6M | -2.8% | +68.3% | -71.1% | -6.0% |
| YTD | +5.9% | +51.5% | -45.6% | +2.8% |
| 1Y | -1.8% | +15.1% | -16.9% | -3.3% |
| 3Y | +57.5% | -55.6% | +113.1% | +61.3% |
| 5Y | +91.1% | -82.4% | +173.5% | +103.4% |
| 10Y | +428.1% | +114.5% | +313.6% | +373.4% |
| All | +705.4% | +282.0% | +423.4% | +603.4% |
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