+2.1%
IOVA vs FIVN
+116.5%
-114.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.3% | -2.1% |
| 7D | -2.2% | -9.6% | +7.4% | +1.4% |
| 30D | +31.7% | -11.9% | +43.6% | +36.8% |
| 3M | +117.3% | +40.1% | +77.2% | +83.1% |
| 6M | +55.8% | +68.3% | -12.5% | +17.3% |
| YTD | +208.8% | +51.5% | +157.3% | +139.7% |
| 1Y | +255.7% | +15.1% | +240.6% | +205.8% |
| 3Y | +41.7% | -55.6% | +97.3% | +72.3% |
| 5Y | -64.9% | -82.4% | +17.5% | -41.4% |
| All | +2.1% | +116.5% | -114.4% | -32.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling