+283.9%
RTX vs FIVN
+105.2%
+178.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.1% | -0.5% |
| 7D | -1.6% | -9.6% | +8.0% | -1.0% |
| 30D | -11.6% | -11.9% | +0.4% | -10.9% |
| 3M | +9.2% | +40.1% | -30.9% | +6.3% |
| 6M | -4.4% | +68.3% | -72.8% | -8.8% |
| YTD | +8.9% | +51.5% | -42.6% | +4.4% |
| 1Y | +32.1% | +15.1% | +17.0% | +29.3% |
| 3Y | +151.2% | -55.6% | +206.8% | +160.6% |
| 5Y | +162.9% | -82.4% | +245.3% | +188.5% |
| 10Y | +283.9% | +114.5% | +169.5% | +204.8% |
| All | +283.9% | +105.2% | +178.7% | +204.8% |
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