+618.6%
RVMD vs FIVN
-59.7%
+678.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +2.9% | +0.9% |
| 7D | -0.7% | -9.6% | +8.8% | +1.8% |
| 30D | +0.3% | -11.9% | +12.3% | +3.3% |
| 3M | +38.9% | +40.1% | -1.2% | +24.5% |
| 6M | +108.1% | +68.3% | +39.8% | +73.0% |
| YTD | +160.7% | +51.5% | +109.3% | +119.8% |
| 1Y | +407.3% | +15.1% | +392.2% | +360.2% |
| 3Y | +546.6% | -55.6% | +602.1% | +645.5% |
| 5Y | +579.8% | -82.4% | +662.2% | +867.3% |
| All | +618.6% | -59.7% | +678.3% | +608.8% |
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 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