+12.2%
IOT vs FIVN
+27.5%
-15.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.2% | +4.9% |
| 7D | -2.3% | -2.3% | 0.0% | -1.3% |
| 30D | +3.8% | +12.4% | -8.6% | -2.5% |
| 3M | +14.2% | +36.0% | -21.8% | -2.9% |
| 6M | +40.1% | +86.0% | -45.9% | +2.5% |
| YTD | +13.4% | +65.9% | -52.5% | -13.5% |
| 1Y | +12.2% | +26.5% | -14.3% | -7.0% |
| All | +12.2% | +27.5% | -15.3% | -7.0% |
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