+32.1%
RTX vs FIVN
+13.9%
+18.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.1% | -0.7% |
| 7D | -1.6% | -9.6% | +8.0% | -2.0% |
| 30D | -11.6% | -11.9% | +0.4% | -11.9% |
| 3M | +9.2% | +40.1% | -30.9% | +11.2% |
| 6M | -4.4% | +68.3% | -72.8% | -1.2% |
| YTD | +8.9% | +51.5% | -42.6% | +12.7% |
| 1Y | +32.1% | +15.1% | +17.0% | +38.2% |
| All | +32.1% | +13.9% | +18.2% | +38.2% |
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