-64.3%
IOVA vs FIVN
-82.6%
+18.4%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | -6.4% | -11.3% | +4.9% | -3.0% |
| 30D | +25.4% | -7.3% | +32.7% | +27.6% |
| 3M | +115.3% | +41.7% | +73.7% | +84.8% |
| 6M | +56.5% | +78.3% | -21.7% | +19.6% |
| YTD | +198.2% | +50.9% | +147.3% | +140.0% |
| 1Y | +242.0% | +19.7% | +222.4% | +198.3% |
| 3Y | +36.8% | -55.7% | +92.6% | +69.2% |
| 5Y | -64.3% | -82.6% | +18.3% | -38.1% |
| All | -64.3% | -82.6% | +18.4% | -38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling