+268.8%
RSP vs FIVN
+318.5%
-49.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +2.0% | -0.2% |
| 7D | -0.8% | -2.3% | +1.5% | -0.5% |
| 30D | -0.3% | +12.4% | -12.7% | -2.0% |
| 3M | +4.3% | +36.0% | -31.7% | -0.1% |
| 6M | +8.8% | +86.0% | -77.1% | -0.5% |
| YTD | +15.3% | +65.9% | -50.7% | +6.4% |
| 1Y | +18.3% | +26.5% | -8.2% | +12.5% |
| 3Y | +52.8% | -54.2% | +107.0% | +59.5% |
| 5Y | +51.7% | -80.5% | +132.2% | +67.7% |
| 10Y | +208.5% | +109.6% | +98.8% | +162.2% |
| All | +268.8% | +318.5% | -49.7% | +192.7% |
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