+2.8%
IOVA vs FIVN
+86.2%
-83.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.8% | +2.8% |
| 7D | -3.5% | -2.8% | -0.6% | -2.6% |
| 30D | -45.4% | -17.4% | -28.0% | -42.0% |
| 3M | +19.0% | -19.2% | +38.2% | +25.9% |
| 6M | +112.0% | +29.4% | +82.7% | +79.4% |
| YTD | +184.2% | +36.3% | +148.0% | +125.3% |
| 1Y | +222.0% | +33.5% | +188.5% | +156.4% |
| 3Y | +92.6% | -56.8% | +149.4% | +131.3% |
| 5Y | -63.2% | -83.0% | +19.8% | -38.5% |
| All | +2.8% | +86.2% | -83.4% | -31.3% |
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 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