+45.5%
IQV vs FIVN
+27.5%
+18.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.9% |
| 7D | +2.3% | -2.3% | +4.6% | +2.8% |
| 30D | +13.4% | +12.4% | +1.0% | +10.1% |
| 3M | +43.3% | +36.0% | +7.3% | +32.5% |
| 6M | +50.5% | +86.0% | -35.4% | +30.0% |
| YTD | +18.8% | +65.9% | -47.1% | +4.2% |
| 1Y | +45.5% | +26.5% | +19.0% | +31.4% |
| All | +45.5% | +27.5% | +18.0% | +31.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling