+205.8%
RSP vs FIVN
+118.5%
+87.3%
-39.0%
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% | +0.6% |
| 7D | -1.9% | -7.8% | +6.0% | -0.9% |
| 30D | -2.8% | -1.7% | -1.1% | -2.7% |
| 3M | +2.8% | +47.2% | -44.4% | -2.8% |
| 6M | +10.2% | +82.7% | -72.5% | 0.0% |
| YTD | +13.1% | +52.9% | -39.8% | +4.6% |
| 1Y | +14.8% | +17.5% | -2.7% | +9.7% |
| 3Y | +52.6% | -55.8% | +108.4% | +61.1% |
| 5Y | +51.6% | -82.3% | +134.0% | +72.6% |
| All | +205.8% | +118.5% | +87.3% | +153.8% |
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