+19.9%
RVTY vs FIVN
-55.5%
+75.4%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.1% | +3.7% | -1.3% |
| 7D | +0.4% | -8.2% | +8.6% | +1.9% |
| 30D | +10.8% | -8.1% | +19.0% | +12.3% |
| 3M | +26.8% | +34.9% | -8.1% | +18.2% |
| 6M | +39.3% | +72.6% | -33.3% | +20.7% |
| YTD | +31.6% | +55.8% | -24.1% | +16.0% |
| 1Y | +47.7% | +17.1% | +30.6% | +38.9% |
| 3Y | +19.9% | -54.3% | +74.2% | +29.6% |
| All | +19.9% | -55.5% | +75.4% | +29.6% |
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