+17.9%
RSP vs FIVN
+33.4%
-15.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | +1.8% | -17.4% | +19.2% | +2.6% |
| 30D | +3.5% | -20.4% | +23.9% | +4.4% |
| 3M | +0.2% | -9.6% | +9.9% | +0.5% |
| 6M | +9.1% | +34.7% | -25.6% | +7.6% |
| YTD | +16.6% | +40.6% | -24.0% | +14.8% |
| 1Y | +17.9% | +34.3% | -16.4% | +16.8% |
| All | +17.9% | +33.4% | -15.5% | +16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling