+157.5%
RY vs FIVN
-55.4%
+212.9%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -17.6% | +16.4% | -0.2% |
| 7D | -0.9% | -22.6% | +21.7% | +0.6% |
| 30D | +5.9% | -16.8% | +22.6% | +6.9% |
| 3M | -4.3% | -0.9% | -3.4% | -4.7% |
| 6M | +12.1% | +28.4% | -16.3% | +9.3% |
| YTD | +20.3% | +40.2% | -20.0% | +15.6% |
| 1Y | +41.0% | +30.5% | +10.5% | +36.4% |
| 3Y | +157.5% | -56.2% | +213.8% | +172.4% |
| All | +157.5% | -55.4% | +212.9% | +172.4% |
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 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