+45.5%
RVTY vs FIVN
+20.3%
+25.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.4% | +1.4% | +2.7% |
| 7D | -4.5% | -7.8% | +3.3% | -3.8% |
| 30D | +5.5% | -1.7% | +7.2% | +5.6% |
| 3M | +22.5% | +47.2% | -24.7% | +17.0% |
| 6M | +38.9% | +82.7% | -43.8% | +25.7% |
| YTD | +28.7% | +52.9% | -24.2% | +19.7% |
| 1Y | +45.5% | +17.5% | +28.0% | +36.5% |
| All | +45.5% | +20.3% | +25.2% | +36.5% |
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