+46.4%
RY vs FIVN
+16.7%
+29.7%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.1% | +5.4% | -0.7% |
| 7D | +2.7% | -8.2% | +10.9% | +2.8% |
| 30D | -1.0% | -8.1% | +7.1% | -0.9% |
| 3M | +7.6% | +34.9% | -27.3% | +6.9% |
| 6M | +29.5% | +72.6% | -43.2% | +27.2% |
| YTD | +24.2% | +55.8% | -31.6% | +22.8% |
| 1Y | +46.4% | +17.1% | +29.2% | +48.4% |
| All | +46.4% | +16.7% | +29.7% | +48.4% |
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