+273.1%
RSP vs FIVN
+254.6%
+18.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | +1.8% | -17.4% | +19.2% | +3.8% |
| 30D | +3.5% | -20.4% | +23.9% | +5.8% |
| 3M | +0.2% | -9.6% | +9.9% | +0.6% |
| 6M | +9.1% | +34.7% | -25.6% | +3.8% |
| YTD | +16.6% | +40.6% | -24.0% | +9.0% |
| 1Y | +17.9% | +34.3% | -16.4% | +10.7% |
| 3Y | +64.6% | -55.5% | +120.1% | +71.5% |
| 5Y | +48.4% | -82.5% | +130.9% | +65.5% |
| 10Y | +212.9% | +93.2% | +119.7% | +168.0% |
| All | +273.1% | +254.6% | +18.5% | +199.8% |
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 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