+273.4%
RSP vs FIVN
+249.1%
+24.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.8% | +0.4% |
| 7D | +0.7% | -22.4% | +23.2% | +3.4% |
| 30D | +3.7% | -23.8% | +27.4% | +6.5% |
| 3M | +0.7% | -19.5% | +20.2% | +2.4% |
| 6M | +9.0% | +25.6% | -16.5% | +4.6% |
| YTD | +16.7% | +38.4% | -21.7% | +9.2% |
| 1Y | +19.0% | +33.7% | -14.7% | +11.7% |
| 3Y | +64.7% | -56.2% | +120.9% | +71.9% |
| 5Y | +49.6% | -82.9% | +132.5% | +67.3% |
| 10Y | +213.2% | +103.6% | +109.6% | +167.2% |
| All | +273.4% | +249.1% | +24.3% | +200.5% |
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