+40.5%
RY vs FIVN
+29.8%
+10.6%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | -0.1% |
| 7D | +0.6% | -2.8% | +3.4% | +0.6% |
| 30D | +5.0% | -17.4% | +22.4% | +5.4% |
| 3M | -5.3% | -19.2% | +13.9% | -5.0% |
| 6M | +13.8% | +29.4% | -15.5% | +13.9% |
| YTD | +21.0% | +36.3% | -15.3% | +20.8% |
| 1Y | +40.5% | +33.5% | +7.0% | +40.4% |
| All | +40.5% | +29.8% | +10.6% | +40.4% |
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