+588.9%
RVMD vs FIVN
-82.2%
+671.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.1% | -0.2% |
| 7D | -3.0% | -7.8% | +4.9% | -0.9% |
| 30D | -0.7% | -1.7% | +1.0% | -0.6% |
| 3M | +36.5% | +47.2% | -10.6% | +20.3% |
| 6M | +104.6% | +82.7% | +21.9% | +64.8% |
| YTD | +155.8% | +52.9% | +102.9% | +113.7% |
| 1Y | +340.7% | +17.5% | +323.2% | +296.6% |
| 3Y | +519.9% | -55.8% | +575.7% | +634.1% |
| All | +588.9% | -82.2% | +671.1% | +1,016.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling