-44.7%
IONQ vs FIVN
+55.4%
-100.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -1.9% |
| 7D | -8.9% | -3.4% | -5.5% | -8.1% |
| 30D | -31.3% | +5.8% | -37.0% | -32.1% |
| 3M | -29.2% | +22.0% | -51.2% | -32.8% |
| 6M | -35.4% | +55.7% | -91.2% | -41.6% |
| YTD | -34.2% | +81.3% | -115.5% | -47.0% |
| 1Y | -44.7% | +58.0% | -102.6% | -55.3% |
| All | -44.7% | +55.4% | -100.1% | -55.3% |
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