-1.5%
IOVA vs FIVN
+115.6%
-117.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | -6.4% | -11.3% | +4.9% | -2.3% |
| 30D | +25.4% | -7.3% | +32.7% | +27.9% |
| 3M | +115.3% | +41.7% | +73.7% | +80.6% |
| 6M | +56.5% | +78.3% | -21.7% | +15.1% |
| YTD | +198.2% | +50.9% | +147.3% | +131.8% |
| 1Y | +242.0% | +19.7% | +222.4% | +189.2% |
| 3Y | +36.8% | -55.7% | +92.6% | +66.6% |
| 5Y | -64.3% | -82.6% | +18.3% | -40.1% |
| All | -1.5% | +115.6% | -117.1% | -35.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling