+373.9%
RY vs FIVN
+103.9%
+270.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.1% | +5.4% | -0.3% |
| 7D | +2.7% | -8.2% | +10.9% | +3.4% |
| 30D | -1.0% | -8.1% | +7.1% | -0.4% |
| 3M | +7.6% | +34.9% | -27.3% | +4.5% |
| 6M | +29.5% | +72.6% | -43.2% | +22.3% |
| YTD | +24.2% | +55.8% | -31.6% | +17.9% |
| 1Y | +46.4% | +17.1% | +29.2% | +42.3% |
| 3Y | +159.4% | -54.3% | +213.7% | +168.0% |
| 5Y | +141.8% | -81.6% | +223.4% | +160.7% |
| 10Y | +373.9% | +109.2% | +264.7% | +337.2% |
| All | +373.9% | +103.9% | +270.0% | +337.2% |
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