+157.0%
RTX vs FIVN
-56.5%
+213.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.2% |
| 7D | +4.8% | -2.8% | +7.6% | +4.8% |
| 30D | +6.5% | -17.4% | +23.9% | +6.8% |
| 3M | -9.6% | -19.2% | +9.5% | -9.4% |
| 6M | +12.3% | +29.4% | -17.0% | +11.2% |
| YTD | +9.5% | +36.3% | -26.8% | +8.1% |
| 1Y | +15.8% | +33.5% | -17.6% | +14.5% |
| 3Y | +157.0% | -56.8% | +213.8% | +160.3% |
| All | +157.0% | -56.5% | +213.5% | +160.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling