+141.2%
RVTY vs FIVN
+118.5%
+22.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.4% | +1.4% | +2.5% |
| 7D | -4.5% | -7.8% | +3.3% | -2.9% |
| 30D | +5.5% | -1.7% | +7.2% | +5.6% |
| 3M | +22.5% | +47.2% | -24.7% | +11.1% |
| 6M | +38.9% | +82.7% | -43.8% | +17.4% |
| YTD | +28.7% | +52.9% | -24.2% | +12.6% |
| 1Y | +45.5% | +17.5% | +28.0% | +34.4% |
| 3Y | +16.4% | -55.8% | +72.2% | +28.0% |
| 5Y | -32.7% | -82.3% | +49.6% | -14.7% |
| All | +141.2% | +118.5% | +22.7% | +89.1% |
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