-39.1%
IONQ vs FIVN
+33.4%
-72.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.4% | -9.8% | -9.5% |
| 7D | +16.8% | -17.4% | +34.2% | +19.7% |
| 30D | -11.1% | -20.4% | +9.2% | -7.7% |
| 3M | -31.7% | -9.6% | -22.1% | -31.7% |
| 6M | -44.8% | +34.7% | -79.5% | -49.9% |
| YTD | -31.2% | +40.6% | -71.8% | -42.1% |
| 1Y | -39.1% | +34.3% | -73.4% | -46.5% |
| All | -39.1% | +33.4% | -72.6% | -46.5% |
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