-17.9%
IOVA vs FIVN
+318.5%
-336.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.5% | +1.9% |
| 7D | +9.7% | -2.3% | +12.0% | +10.5% |
| 30D | +102.5% | +12.4% | +90.1% | +91.0% |
| 3M | +100.7% | +36.0% | +64.7% | +74.1% |
| 6M | +106.3% | +86.0% | +20.4% | +54.5% |
| YTD | +222.0% | +65.9% | +156.0% | +148.6% |
| 1Y | +299.5% | +26.5% | +273.0% | +237.8% |
| 3Y | +42.9% | -54.2% | +97.1% | +68.1% |
| 5Y | -65.0% | -80.5% | +15.5% | -47.7% |
| 10Y | +10.3% | +109.6% | -99.4% | -21.6% |
| All | -17.9% | +318.5% | -336.3% | -48.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling